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Private Wealth

Succession Planning

The orderly, tax-aware transfer of wealth to the next generation.

Overview

Succession Planning, within one relationship.

The orderly, tax-aware transfer of wealth to the next generation.

At John Investments, succession planning is delivered by a dedicated partner and investment team, drawn from the whole of the market rather than a shelf of proprietary products. Because we are paid by our clients and not by product providers, every recommendation exists for one reason: because we believe it is right for you.

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Our approach

How we deliver it.

01

Understand first

We begin with your objectives, obligations and horizon, and the level of risk you are genuinely able to bear.

02

Select on merit

We draw on the open market, underwriting every manager and instrument before any capital is committed.

03

Steward actively

We monitor, rebalance and report transparently, and we review the strategy with you formally through the year.

04

Stay aligned

Our remuneration is transparent and paid by you, so our interests and yours remain structurally the same.

Questions

Common questions.

Succession Planning is considered on its merits for each client, in the context of a complete plan rather than in isolation. We will only recommend it where it genuinely improves your position, and we will always explain the reasoning, the risks and the costs before you decide.
We are paid by a transparent fee agreed with you in advance. We accept no commissions, retrocessions or payments from product providers, so there is never an incentive to recommend one solution over another.
Every relationship starts with a conversation. A partner will take the time to understand your circumstances before proposing anything, in writing and with the reasoning made plain.

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Portfolio Management
Active, accountable stewardship of your portfolio within an agreed mandate.
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Begin the relationship

Explore this with a partner.

Speak with us, in confidence, about how succession planning could fit within your wider plans.

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