Discretionary Fund Management and Stock Broking Services*
When our clients invest money, sometimes they have complex needs, views or aspects of their wider circumstances that need to be considered.
This could be shares given from a previous employer, ethical preferences or strong views on where the future of the economy will be. Whatever you need, we have access to discretionary fund managers who can create something bespoke that will help you invest in exactly the way you want.
*Through Rowan Dartington, a wholly owned subsidiary of St. James’s Place
The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.
Inheritance Tax Planning
Getting the right advice for your estate is essential to avoid HMRC becoming the biggest single benefactor in your death. We recognise that our clients spend their entire lives paying tax and working hard to build an estate that they want to preserve.
Let us help you create a plan to protect your estate and ensure your money goes to the right place.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Through St. James’s Place we have access to leading partners to provide some of the most competitive exchange rates in the market. Are you selling an asset overseas and need to bring your money home? Are you working on a contract that remunerates you in foreign currencies? Getting the best exchange rate can make a big difference over the long term and we aim to make sure you get as much out of your money as possible.
Holding on to large amounts of cash? There may be a good reason for doing so, but getting the best interest rate whilst protecting the money is more important than ever in a near 0% interest environment. With access to a cash platform, through St. James’s Place you are able to spread your funds across banking institutions whilst aiming to optimise your interest rates.