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Selection and Review - Vintage car and golf clubs

Selection & Review

Private Wealth

Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

Families may wish to establish an overarching strategy for all family assets. More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.

Investors are becoming more discerning, expecting good performance as well as good service. Money has to work harder in an era of low inflation and lower investment returns.

Individuals have traditionally been loyal to an investment manager, finding comfort in continuity of relationships and often feeling locked into investments by tax considerations.

BeesonMaisey will explore the full range of investment options with you. At each step you retain control of the decisions, while the management and organisation of the review is undertaken for you.

Hand reaching for apples on a tree

Charity Trustees

Since the enactment of the Trustee Act 2000, charity trustees have been required to review their professional advisors on a regular basis.

There is no expectation that this means a change, but it is incumbent on trustees to record that a process exists and is followed.

Your Solution

Your Solution

A periodic complete reappraisal can be beneficial to the investor and the investment manager.

The investor has the opportunity to consider new investment opportunities and strategies.

The investment manager gains the certainty that the investment strategy is current for the investor's needs and is well articulated.

Vintage car and golf clubs

Private Wealth

Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

Families may wish to establish an overarching strategy for all family assets.

More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.