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Helpful articles from the Investment Quorum team.
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What are the differences between Asset Management & Wealth Management?

When it comes to managing your finances, you may be wondering what sets asset management and wealth management apart. This article helps you to understand the difference in more detail...
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How to get into wealth management in the UK?

Breaking into the wealth management industry requires a solid understanding of financial concepts, strong communication skills, and relevant qualifications. This article explores the steps to enter the field, the necessary certifications in the UK, and the benefits of a career in wealth management.
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What is a wealth manager and what do they do?

Wealth managers play a crucial role in helping individuals achieve their financial goals. Let's explore their responsibilities and gain a deeper understanding of the services they offer.
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What is wealth management and why it matters?

Wealth management is complex, and understanding its services helps you make informed decisions on managing your finances and choosing the right professional to work with.
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Loan Trust

A loan trust involves an individual establishing a trust. But rather than making a gift, the settlor lends money to the trust. The trustees then invest this money, typically into an investment bond, on behalf of the beneficiaries.
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Use of Trusts

A trust is a fiduciary arrangement that allows a third party or trustee to hold assets on behalf of a beneficiary or beneficiaries. Once the trust has been created, a person can use it to 'ring-fence assets.
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Family Investment Companies

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.
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Offshore Bonds | Wealth Management Experts | Investment Quorum

An offshore investment bond is an investment wrapper that is typically provided by a life insurance company domiciled in a jurisdiction with a more favourable tax regime, such as the Isle of Man, Dublin, Luxembourg or Guernsey.
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Legacy Planning

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

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.
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Planning How to Access Your Pension

Pension freedoms have given those with personal pensions greater choices in retirement than ever before. However, with choice can come confusion, making advice in this area even more important.
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Cashflow Planning

Cashflow planning provides us with valuable insights and presents us with planning opportunities to give you the best chance of making the right choices with your finances.
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