People don’t normally stumble
across wealth management websites
by chance – it’s usually because they’re
looking for some help.
Money can bring opportunities, choices and independence, but we know it can also bring concerns, conflicts and responsibilities. And it always brings questions.
We can help you with the answers.
Whilst we can’t predict the future, we can show you how the choices you make now could change it. And however you’d like the future to look, we can help you get there with as little risk and as little fuss as possible.
So tell us what brought you here,
and we can start helping you work out what to do next.
Individuals & Families
Read how our financial planning
and investment management services
can help individuals and families grow,
protect and pass on their wealth.
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Latest Insights
In our library you will find a series of insights pieces on Financial Planning and Investment Management, as well as what our services have meant to our Clients.
How recessions impact returns
By their very nature, economic cycles include both periods of growth and periods of decline. “What goes up must come down”, as they say. Over the last few months, speculation of an imminent recession has risen as economic growth shows signs of weakening globally. Our insight piece this quarter considers the impact of recessions on portfolio returns using 70-years of data. And while warnings of a downturn can be unsettling, it explores why attempting to time the market can be risky.
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The trouble with ERI
It’s fairly common for investors hold offshore investment funds in their portfolios. Investors, however, may be unaware that some of their offshore funds could be accumulating income (that is never distributed) that needs to be included in their UK tax return.
Here we highlight the different types of offshore funds and how to remain tax compliant.
|Contact us to see how we can help.
+44 (0) 20 7287 2225
hello@edisonwm.com
The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Trusts, Wills and Powers of Attorney.. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.