In this video produced by Lexis Nexis, David Truman, Partner, and Lucy Mangan, Partner, at Menzies discuss the tax issues that have arisen for private client advisors following Budget 2016.
Menzies Private Client services
Few people have sufficient time to give their financial affairs the full attention they deserve. And when your wealth is held across a range of assets, such as company shares, property and investments, it becomes even more difficult to manage and protect.
That’s when high-calibre private client advice can be invaluable. We work closely with family members to help them understand the issues affecting their wealth, and provide a holistic service that protects the long-term needs of the wider family.