With the announcement of the temporary stamp duty holiday by Rishi Sunak in the UK Supplementary Budget on 8 July, and similar announcements in Scotland and Wales*, UK property enquiries have risen dramatically with both buy-to-let resident investors, as well as overseas investors. It’s an opportunity to invest in a much-loved investment against a legislative backdrop over the last five years that has targeted landlords and overseas buyers.
However, what should investors consider when buying property, and how should they balance property versus the plethora of other investment options to ensure better long term outcomes for their finances?
Join Lucy Willers and Martin Ibanez, two of our Isle of Man private bankers, and John Williams, head of wealth planning, for a recorded 30 minute discussion on the opportunities and pitfalls of property investing.
John is a senior wealth planning professional with over 25 years of advisory and management experience, working with UK and international clients. Joining from Credit Suisse UK in 2019, he heads up the wealth planning service. John works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to achieve their financial goals.
Lucy joined the Isle of Man team in 2008 from HSBC. She looks after a portfolio of high-net-worth clients and ensures they benefit from a high level of service. She takes great pride in covering all aspects of her clients’ wealth management requirements, ensuring that appropriate advice is provided based on their investment objectives and tolerance to risk on an ongoing basis.
Having joined in the bank’s first year of establishment, Martin is one of our longest-serving members of staff and moved to the private banking team in 2004. His support covering all aspects of their wealth management equirements, including lending, foreign exchange, and investment solutions.
Martin is a member of the London Institute of Banking and Finance.
Clients of Nedbank Private Wealth can get in touch with their private bankers or relationship managers directly to set up a meeting with one of our wealth planning experts or call +44 (0)1624 645000.
If you would like to find out more about how we can help you put in place a financial plan based on your wealth goals, please also contact us on the same number as above or email us.
Any information about investments and structures is used for illustrative purposes only. This webinar does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Nedbank Private Wealth does not offer legal and tax advice. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.