Brochures and investment strategy resources

“We are owned entirely by our staff, so our values are very much aligned with yours.”

“We have a robust five-stage process for creating and monitoring your investment portfolio. Every stage is underpinned by rigorous research, discipline and conviction.”

“The cornerstone of building a sound financial plan is to incorporate financial modelling and regularly review this as part of our annual review process.”

"Adding value through asset allocation, risk management and fund selection."

"The main aim of Business Property Relief (BPR) was to protect family-owned businesses and enable them to carry on trading after the death of the owner without an inheritance tax (IHT) liability."

"At Investment Quorum, we understand that planning for success can be complicated in today's world."

"Family investment companies (FIC) offer a different structure enabling individuals to pass on wealth while maintaining control of assets, as well as offering potentially greater tax efficiency."

"It is important to think not only about the potential impact of Inheritance Tax on your estate but also on how assets are to be passed, who they should be passed to and the timing of that."

"A loan trust involves an individual establishing a trust. But rather than making a gift, the settlor lends money to the trust."

"Offshore investment bonds are a tax-efficient way for you to invest money over the medium to long term."

"We have developed a robust framework to reduce the risks you might face when drawing on your assets for income, providing you with purpose, clarity and peace of mind."

"To help our clients reduce the risks that they face in retirement, we created a unique, tried and tested solution."

"Pension freedoms have given those with personal pensions greater choice in retirement than ever before. However, with choice can come confusion, making advice in this area evenmore important."

"Making the right decisions now can bring peace of mind of a clearer future for you and your family."

"Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets."

"We start by determining exactly what your short, medium- and long-term goals are. Only after having clearly identified your priorities can we start planning your finances and formulating recommendations."

Following months of speculation and uncertainty, Chancellor Rachel Reeves delivered her highly anticipated first Budget announcing £40bn of tax rises.