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Organising a family's financial affairs is not always straightforward. We will take time to understand the family's circumstances and objectives and provide a structured plan to assist in achieving short and long term goals.

Our multi-disciplinary team of highly qualified financial planning, investment, tax and trust professionals enables us to take an objective overview and help families to plan for the future. We provide impartial fee based advice on:

 

We consider all aspects of protection, savings, structuring of investments and retirement planning. Much of our advice involves providing appropriate guidance rather than the promotion or use of financial products.

 

Our disciplined and successful investment strategy and the genuine independence of the bank enable us to develop a long term strategy then manage the assets, making adjustments when necessary as economic conditions, market trends and families' needs change.

 

We cover most areas of personal taxation and incorporate both compliance and planning. We give tailored, clear and practical tax advice which is periodically reviewed to ensure it remains appropriate to the family's needs and effective in light of ever changing laws. Investment decisions are informed by our understanding of the family's tax position, and our knowledge of their banking arrangements eases the completion of annual tax returns.

 

Our wholly owned trust corporation, Messrs. Hoare Trustees, is involved in the establishment and administration of trusts as part of an overall inheritance plan. Messrs. Hoare Trustees also administers estates and drafts wills to assist families with the allocation of assets in line with their wishes.

Part of the Hoare family coat of arms for over 300 years.