Proper diversification means investing in uncorrelated assets, and investing in multiple assets needs multiple sets of knowledge, more hours of research, and more market following¹.”

At KWM, we respect the skills and knowledge of the property professionals that we work with. You are great at what you do.

However, in our experience in this space, just investing into property isn’t enough. You may be missing out on valuable financial planning and tax planning allowances.

Do you regularly

  • Benefit from the generous income tax relief and corporation tax saving on pension contributions?
  • Have liquid assets available to use for unexpected lump sum requirements?
  • Make use of your tax efficient ISA allowance?
  • Think forward and plan for inheritance tax?
  • Use a SIPP for commercial property holdings?

If you want to achieve your financial goals – whatever they may be – you are going to need the right investment strategy.  And it needs to be diversified.

With our advice, investment solutions and regular reviews, you can help secure and inspire your financial future.

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances. The range of investment solutions and ongoing services available to KWM has been carefully refined to help you reach your financial goals.

The value of investments will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

¹Naved Abdali “Investing – Hopes, Hypes & Heartbreaks”.

A SIPP will not be suitable for everybody, as they require investors to be happy in making their own investment decisions and may incur costs not usually associated with other types of pension schemes.  There are strict rules on what property can be held and how.

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