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As an increasing number of estates become liable for inheritance tax, discounted gift trusts are coming into the spotlight as a possible route for IHT mitigation.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
Read top tips for personal taxation from our Wealth Planning team for the year ahead.
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Would our clients refer JM Finn?
The final important metric of our success when it comes to measuring client service quality, is the increasingly common Net Promoter Score, testing the willingness of our clients to refer us. At 71%, we believe this is the highest across the industry, far outstripping the benchmark at 49%.
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Cautious
This is our lowest risk strategy and may be suitable for an investor with a low risk tolerance looking to generate a return over time which exceeds the return available on cash deposits.
Conservative
With moderate exposure to equity investments this strategy represents low risk and can be suitable for investors looking for a return and willing to accept a degree of loss.
Moderate
A higher and significant exposure to equities offers the potential for greater returns but places a higher level of risk on the investment. Clients in this strategy must be able to accept at least a temporary loss of capital.
Progressive
With an anticipated 80% of the portfolio invested in equities, this might be suitable for those investors looking to grow their assets but able to tolerate a high risk of losing their capital.
Adventurous
This is the highest risk strategy, with almost all of the portfolio invested in equities. This can be suitable for long-term investors willing to accept a meaningful loss of capital in return for greater returns.