New year, new approach: freshening up your wealth management plan is the perfect New Year’s resolution.

By London & Capital | 23 Jan, 2024

The start of a new year is always a great time for a fresh outlook on your finances. Strong wealth management requires regular reassessments of your financial priorities and this time of year is the perfect period to take stock. Putting thought into how your financial position has changed and whether you have new aims for your wealth could lead to positive results.

Financial planning is one of our core services at London & Capital and it is a great place to start when reconsidering your financial priorities. Financial planning allows you to create a bespoke financial plan that aligns with your objectives and is a meticulous and strategic process designed to help you secure your financial future.

Cashflow modelling is a central part of robust financial planning. Cashflow models examine your assets and debt along with income and expenditure. Gathering this information allows projections to be created on your future finances. Other key strands of financial planning include estate planning, gifting, consolidated reporting, pensions, trusts and philanthropy. Taking a holistic view of your financial position and mapping out your financial future can give you greater peace of mind that your future is secure.

What’s your tax plan?

Tax planning should always feature in a wider wealth management plan. The start of the year is a useful time to discuss tax planning with your adviser and ensure you are taking advantage of any available tax efficiencies. Effective tax planning and advanced wealth structuring are critical components of preserving and growing your wealth. Our approach is rooted in providing you with the tools and strategies to optimise your financial situation.

Investors should make sure their portfolios are meeting their needs and that the assets contained within them match their investment objectives. The beginning of the year is an opportune time to discuss your investment priorities with your adviser and review your portfolio to make sure it suits your needs. London & Capital is dedicated to delivering a tailored investment experience that aligns with your unique financial objectives and risk tolerance. For the investment savvy, we offer sophisticated strategies tailored to optimise returns and manage risk. For those new to investing, our team provides comprehensive guidance, ensuring a clear understanding of the investment landscape.

At London & Capital, our expertise is primarily built around several specialist client areas: UK private wealth; international Americans; expats in Europe; institutional investors and our private investment office for ultra-high-net-worth individuals.

Borderless wealth

Our UK private wealth function caters to wealthy families with many of our clients having business interests, property and family members spread across international borders. We have a particular expertise in international Americans and our US Family Office specialises in helping those individuals and their families organise their affairs into a coherent global strategy and invest their assets for preservation and growth.

Our dedicated team in Barcelona specialises in assisting expatriates in Europe navigate wealth management on the continent. Our Private Investment Office provides a dedicated service for the ultra-high-net-worth individuals and our institutional business specialises in managing assets on behalf of a variety of market participants in the insurance sector.

At London & Capital, we are dedicated to making sure your wealth management plans evolve with your changing needs and priorities. Whether you are a current or prospective client, feel free to contact us to discuss your needs for the coming year.

To get in contact with London & Capital, please give us a call on +44 (0) 207 396 3388 or click here.

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