In this challenging interest rate environment, you may be looking for opportunities to achieve the best return available. We look at the range of liquidity solutions available for investors currently re-evaluating their portfolio. With the top rate of income tax increasing to 50%, there is an increasing interest in the use offshore bonds and we discuss the benefits of these investments. For those with a greater appetite for risk, we also get an insight from one entrepreneur who saw the recession as an opportunity to launch a new business. Finally, we consider the sensitivities of keeping philanthropic giving under the radar when times are tough.
I hope you’ll find Managing Your Wealth: A Quarterly Perspective both informative and relevant. If you wish to discuss any of the topics covered in greater depth or would like to find out more about our four wealth strategies, please contact your private banker.
Stephen Fletcher
Head of Private Banking
Contents:
Wealth Preservation:
Evaluating your liquidity profile
Wealth Enhancement:
Enhancing investment returns in a high tax environmentWealth Generation:
Recession, what recession?Life Enrichment:
Giving with discretion