We have no sales targets and we have no product. As a result of that, we can provide our clients with truly independent, objective advice."
We're an experienced guide for many successful families. We act as a sounding board across their financial affairs, beyond their investment portfolios. Our extensive network of global experts, together with our Client Advisers, are here to ensure you have access to the best wealth management advice.
You might find it helpful to use our wealth framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.
Planning for prosperity
Everyone’s personal finances are different, but the benefit of a strong financial plan is universal. Read the articles below to learn more.
Selling a business? We examine how to achieve the best deal, maximise your profits and invest the proceeds wisely to set yourself up for life.
Looking to pass on wealth to your children while retaining some control? Family Investment Companies (FICs) can be a useful way to achieve these goals. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.
After spending a lifetime building your wealth, inheritance tax can cause a significant amount to be taken by the taxman. In this article we examine how IHT works and what steps families can take to reduce its impact.
The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.
Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.
No parent wants to pass on wealth to their children and watch them fritter it away. Here’s how to give your family the best chance in life while ensuring your wealth is protected for generations to come.
After spending years successfully growing your wealth, you should take an equally keen interest in preserving it. As time passes, inflation eats away at the real value of your money. Investing is one way to try and mitigate the impact of inflation.
However choosing where to invest can be a difficult and time-consuming process. Many individuals instead use a wealth manager to help them invest their money, and implement a long-term plan for their finances.
Rothschild & Co works with many successful entrepreneurs, families and charities to preserve and growth their wealth.
We realise that everyone has different financial circumstances and goals, but we believe that a strong plan is the best way to achieve continued prosperity.
Our wealth management team can discuss investment opportunities with you and can act as a sounding board on a broader range of financial issues.
Whether your goal is providing an income in retirement, estate succession planning or navigating complex family issues, we can connect you with our network of experts around the world.
Insights
We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.
Insights
There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.
Insights
Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.