High net worth individuals
All-encompassing wealth management and tax planning for financial security
Guided by our deep-rooted knowledge, we provide expert wealth management and tax planning services to ensure long-term financial security. Our personalised approach combines strategic tax planning with wealth management solutions to protect and grow your assets, helping you achieve your financial goals.
Our experienced team works closely with individuals, families, and business owners, offering tailored advice on managing investments, inheritance tax, estate planning, and more. With over a century of expertise, we provide guidance that ensures you can preserve wealth for future generations while minimising tax liabilities.Â
We understand that no two financial situations are the same, which is why we craft bespoke wealth management and tax planning strategies to meet your unique needs. Whether you’re looking to grow your portfolio or protect family assets, we are here to provide clear, actionable advice. Contact us today to discuss how we can support your wealth management goals.
Personalised advice, proven expertise
Contact SRG today and discover financial solutions that blend heritage, innovation, and your unique requirements.
Wealth management explained
Inheritance tax planning and wealth preservation
We help you manage and reduce inheritance tax liabilities, ensuring you can preserve more of your wealth for future generations. Our inheritance tax planning strategies include gifting, trust structures, and other solutions to ensure that your estate is optimally protected and transferred according to your wishes.
Personalised wealth management strategies
Our wealth management services are tailored to your individual financial goals, whether it’s growing your portfolio or protecting assets. We focus on long-term growth and sustainability, creating strategies that are aligned with your unique financial situation and future aspirations.
Investment portfolio management and growth
Our wealth management team provides ongoing advice and support for managing and growing your investment portfolio. We focus on creating a balanced, tax-efficient portfolio that aligns with your risk tolerance and financial objectives, ensuring sustainable growth over the long term.
Strategic tax planning for high-net-worth individuals
We provide expert tax planning services designed specifically for high-net-worth individuals, helping you optimise your tax liabilities across multiple income streams and assets. Our advisers work closely with you to develop strategies that ensure compliance and take advantage of available tax reliefs.
Estate planning and tax efficiency
We offer comprehensive estate planning services that integrate tax efficiency into every aspect of your strategy. From trusts to wills, we help you structure your estate in a way that minimises tax exposure while ensuring a smooth transfer of assets to your beneficiaries.
Wealth protection through tax-efficient structures
Our wealth management and tax planning services include creating tax-efficient structures such as trusts, pensions, and investments that protect your wealth from unnecessary tax liabilities. We provide tailored solutions that safeguard your assets while maximising tax savings for both now and the future.
Our expertise
across key sectors
SRG provides specialised financial services across a range of sectors. Our key areas of expertise include Agriculture and Landed Estates, where we offer tailored support for rural businesses, and Financial Services, with a focus on regulatory compliance and growth. We also serve the Manufacturing sector, Leisure and Entertainment, and Wholesalers, delivering customised solutions that drive success.
Auditing services
SRG provides expert accounting services, blending traditional expertise with modern solutions. We deliver meticulous financial support tailored to your unique needs.
Tax planning services
We offer strategic tax planning, ensuring you maximise savings and comply with regulations. Our personalised approach optimises your tax position for long-term success.
Business accountancy services
SRG delivers comprehensive business accountancy services, tailored to your needs, ensuring accurate financial management and strategic growth.
Explore all
of our services
Looking for a chartered accountant or financial adviser in Central London or Glasgow? View our full range of expert financial services and discover how SRG can support and enhance your business success.