Financial Planning
Our primary focus is on crafting and implementing comprehensive financial plans that guide our clients towards their unique financial objectives.
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OUR CLIENTS
Our services
Financial Planning at London and Capital is a meticulous and strategic process designed to help you achieve your financial objectives and secure your financial future. As a trusted wealth manager with a proven track record of managing over $5.2 billion in discretionary assets, we pride ourselves on offering a service that goes beyond traditional investment management.
Our Financial Planning services encompass a holistic view of your financial landscape. We take the time to understand your unique goals, lifestyle, and aspirations, allowing us to create a bespoke financial plan that aligns with your objectives.
WE CAN HELP WITH…
Cashflow forecasting
Pension planning
Estate & Succession Planning
Gifting & Philanthropy
Onshore & Offshore Trusts
Wrappers & ISAs
Tax Efficient Planning
What to expect as a client
At London & Capital, our approach to wealth management is distinctly planning-led. We go beyond conventional financial strategies by taking a comprehensive view of your entire wealth, life and family dynamics. Your dedicated Adviser will consider every aspect of your financial landscape, acknowledging the interconnectedness of your personal and professional aspirations.
When crafting a financial plan for your future, we assess your entire wealth portfolio, irrespective of whether it resides with London & Capital or elsewhere. And our commitment extends globally, recognising the international nature of our clients’ financial interests. By prioritising a holistic understanding of your circumstances, we ensure that our financial planning services align seamlessly with your goals, providing you with a roadmap for a secure and prosperous future.
Cross border financial planning
Financial planning is never more important than when life takes you across borders.
We provide you with a team of experts who specialise in cross-border advice, understand the intricacies of US wealth management, and are equipped to serve you in Europe through our Barcelona office. We’ll guide you through the complexities, helping you make informed decisions and ensure compliance with the laws of various jurisdictions.
US CITIZENS AND GREEN CARD HOLDERS
At London & Capital we have an entire team dedicated to serving US expats and Green Card holders.
We understand the intricacies of US tax laws, investment regulations, and financial planning strategies, expertise which is especially valuable for international Americans who often face complex US tax obligations. By choosing us, you gain access to a team that can navigate the nuances of US wealth management, ensuring that your global financial portfolio remains compliant and optimized for tax efficiency.
EXPATS IN EUROPE
Our strategic presence in Barcelona is a testament to our commitment to serving clients across Europe.
In a post-Brexit landscape, we’ve proactively addressed the challenges of passporting rules by establishing an office regulated by the Comisión Nacional del Mercado de Valores (CNMV), Spain’s financial regulatory authority. This office serves as a vital link to European markets, allowing us to deliver our wealth management services to clients in Europe seamlessly.
Why choose London & Capital?
Planning led
HNWIs have unique financial complexities, often including diverse assets, multiple income streams, and complex tax implications.
Effective financial planning helps maximise wealth growth by ensuring optimal asset allocation, minimising tax liabilities and identifying investment opportunities.
Risk mitigation
A robust financial plan considers potential risks and incorporates risk management strategies.
In uncertain economic times, protecting your wealth becomes paramount, and our financial planning services are designed to safeguard your assets.
Legacy & Estate Planning
HNWIs often have substantial assets that require careful estate planning.
Our Advisers specialise in creating strategies to preserve and transfer wealth efficiently, ensuring your legacy lives on.
Tax efficiency
With constantly changing tax laws, it’s crucial to have a tax-efficient financial plan, especially if your life takes you across borders.
Our experts work to optimise your tax strategy, ensuring you keep more of what you’ve earned.
Goal achievement
Whether it’s retiring comfortably, funding a child’s education, or supporting charitable endeavours, financial planning aligns your resources with your goals, making your aspirations achievable.
