Amplify Wealth
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Executives
Bonuses, deferred comp and vesting schedules — making demanding City careers pay for the long term.
A picture of the work
What this looks like in practice
A new client had built substantial wealth and was seeking advice on how to manage their capital sensibly, with a particular focus on inheritance tax and wealth succession. This challenge became more pressing with their large pension set to form part of their estate from next April. They had also grown disillusioned with the service and fit provided by their previous banker elsewhere.
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With a deep understanding of their circumstances, we restructured their wealth, including transferring shares with CGT gains into a charitable trust while retianing sufficient funds to live comfortably while giving away capital in a sensible and timely manner. We also ensured their children were well versed in financial matters and understood the value of their wealth, allowing these busy individuals to focus on enjoying their retirement with confidence.
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All of this was underpinned by a high standard of service delivered in a professional manner, resulting in a long-term relationship built on trust.
executives
The service
Financial advice for bankers, traders, fund managers, lawyers and senior executives across the City. Amplify Wealth has a long history of working with City professionals, providing a service that goes beyond just financial advice. We understand how City compensation is structured — bonus rounds, deferred stock, vesting cliffs, clawbacks and tapered allowances — and we run the plan around your diary on an ongoing basis, so it needs almost none of your time. Planning for post career, involving how to support the younger generation in managing money. Especially the issue of how to succesfully pass your wealth down to the next generation.
How we help
We understand how your income can be bonus-heavy with deferrals and clawbacks
Mortgage advice structured to suit the unusual income patterns with our service doing the heavy lifting so you don't have to.
Employer stock included in investment review, diversifying your wealth steadily from your employer’s single stock holdings. We understand carried interest and Private Equity compensation schemes.
Tapered pension rules navigated properly, so relief isn’t quietly left on the table every year.
ISAs, pensions and general investment accounts used in the right order for higher and additional-rate earners including IHT planning for large pensions from April 2027.
Ongoing reviews and regular contact to assist with all things financial including monthly investing, budgeting and cash management, insurances, finance and luxury asset purchases and family wealth planning.
Where most clients start:
- Buying your first home
- Remortgaging your existing mortgage​
- Building investments
- Arranging sufficient protection ​​​
While Investing can help your money grow over time, it's important to remember that the value of investments can go down as well as up, and it is not guaranteed. It is important to note that tax treatment will depend on the individual circumstances of each client and may be subject to change in future.