Wealth Management
Grant Thornton's wealth management team
can help you to maximise your returns by combining fee-based,
unbiased investment advice with personal tax planning.
We have the expertise to make recommendations
to protect your family's wealth, minimise the inheritance tax
liabilities on your estate and advise on the use of trusts for
inheritance planning purposes.
Grant Thornton’s investment proposition seeks
to ensure that clients understand their own tolerance of risk and
to give them the best chance of getting the best return from
whatever level of risk is acceptable to them.
Minimising the tax payable and the costs of
arranging an investment, along with diversifying a portfolio, all
allow investors to maximise potential returns while understanding
and controlling their overall exposure to risk
It is important that regular reviews are
undertaken to keep the asset allocation on track. Where clients
request this Grant Thornton tests the asset classes against agreed
tolerance levels at agreed specific review dates, and, if breached,
suggests changes to the investor.
For further information please contact:
clientsfirst@gtuk.com.