Private Office insights

International retirement planning isn’t just about where you choose to live. It’s about how your wealth, tax position, and legal structures interact to support your lifestyle today – and avoid unexpected complications across different countries in the future.

Why retirement planning is about more than the pension pot.

This article explores how we can help Big 4 partners can approach retirement planning in a joined-up way, looking beyond pensions to income, tax, investment restrictions and long-term financial resilience.

It is written for current or soon-to-retire Big 4 partners who want greater clarity on how to structure their wealth and plan their next stage with confidence.

Serial entrepreneur and globally recognised AI expert, Dr Daniel Hulme, joins us for our latest Inspired Sounds episode to share insights from a 27-year journey at the forefront of artificial intelligence. In conversation with Chris Noble, Financial Planning Director, Daniel reflects on growing Satalia from the initial idea to its acquisition by global marketing powerhouse WPP in 2021.

Daniel highlights that earning client confidence in the early days isn’t always about scale. It’s about thinking creatively, leaning on your network, and seizing opportunities.

Tune in to hear from one of the world’s leading voices in AI.

Our monthly look at what’s driving global markets

Our monthly look at what’s driving global markets

Our monthly look at what’s driving global markets

More entrepreneurs are choosing to live and work across borders. New analysis commissioned by Rathbones shows that almost 6,000 high‑growth business owners left the UK between January 2024 and January 2026. It’s a striking change, and one that reflects how global and mobile modern business owners have become.

We are joined by the incomparable Steve Hewitt, former CEO of Gymshark, who led the brand’s journey from £4m in revenue through to the almost mythically rare unicorn status, reaching a $1.45bn valuation in 2020.

For any entrepreneur, this is success at the highest level. In conversation with Divisional Director, Nick Jones, Steve reflects on his deliberate departure from the corporate playbook including a process of unlearning which led to the cultivation of a values-led culture rooted in a simple idea: being a good human with a strong moral compass. So, when you’ve achieved a once-in-a-generation success… what comes next?

Family Investment Companies (FICs) have become an increasingly popular option for ultra-high net worth families who want a structured, flexible way to pass on wealth while keeping control over how it’s managed. As more people look for long-term, tax‑efficient ways to plan for the future, FICs offer an approach that sits between personal investing and traditional trusts. But what exactly are they, and who might they be right for?

Tax planning is becoming increasingly important for high‑net‑worth individuals in 2026. While last November’s Budget appeared relatively modest in its immediate impact, earlier reforms now coming into effect could mean even wealthy families might experience rising tax pressure over the next few years.

In the inaugural on-location episode of Inspired Sounds, we’re excited to welcome Stephen Duckett, founder of the Hundred Hills Vineyard in Oxfordshire who invited us down to experience the wine making process first-hand. Hosted by Senior Investment Director Kartik Rawal, Stephen uncorks the truth about the key ingredient to successful entrepreneurship: resilience. It’s the ability to push through moments of fear, uncertainty, and change that truly defines success, whether you’re building a business or crafting the perfect vintage.

Tune in for an inspiring conversation about passion, perseverance, and the journey from vision to vineyard.

We break down what the Budget means for your finances to help you prepare for the future.

Rumour is rife ahead of the Autumn Budget. We look at changes Chancellor Rachel Reeves could make to taxes on inheritance, property and capital gains – and other possible developments.

We were delighted to be joined by Laura Tenison MBE, founder of the iconic children's and maternity wear brand, Jojo Maman Bébé. Laura takes us behind the scenes of building one of the UK’s most successful independent mother and baby brands, sharing the triumphs, challenges, and the pivotal moments that shaped her journey.

During this candid conversation with our Investment Director, Rebecca Tunstall, Laura opens up about the difficult decision to step away from the business and how her need to simply learn to breathe again inspired her next venture, Wonderful Escapes.

In the latest episode of Inspired Sounds, find out how Nick Jenkins the founder of Moonpig, stumbled across the most incredible business model which led him to found the personalised greetings card colossus.

Nick reveals to our host Rebecca his unique path into entrepreneurship and how he discovered there is still joy in seeing a business grow even after you have exited.

Joining us this episode is young entrepreneur, Forbes 30 under 30 alumni and Absolute Collagen co-founder, Darcy Laceby.

Our assistant investment manager Raphaela Major gets deep into conversation about the origins of the company, what it’s like to work closely with family and what the future holds for Absolute Collagen.