The bespoke discretionary service can be tailored to suit your individual circumstances, objectives and timescales. For instance a portfolio can be constructed to provide regular redemptions to pay for school fees or high levels of income to supplement a pension, or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years. Find out more »

The Value Investment Portfolio (VIP) has an overall objective of medium to long-term creation and preservation of wealth utilising an overall medium level of risk. If you wish to pursue a more individual investment policy then our Bespoke Discretionary Service may be more suitable for your needs. Find out more »

The Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of your capital. By taking advantage of Business Property Relief (BPR) on qualifying shares you can claim 100 per cent tax relief once the portfolio has been held for two years. Find out more »