Brewin Dolphin
What we do:
We help people across the UK and Ireland plan and shape their financial futures by protecting, growing and managing their money.
Whether you have complex financial affairs that need bespoke wealth management, or more straightforward needs that would be better served using our self-investment platform, we can provide a service that suits you.
Today’s RBC Brewin Dolphin can trace its story back to 1762. The business has witnessed financial crises in the past, from stock market bubbles to global pandemics. That experience has created a culture that takes a long-term perspective. In today’s times of uncertainty that is as relevant as ever.
What we offer EMN Members:
- Free initial consultation with any members.
- Free offer to speak to member company staff on topics such as financial wellbeing/preparation for retirement.
- Access to financial market and economic outlook information.
- Reserved places on selected RBC Brewin Dolphin events for EMN members.
- Access to business financial planning and business exit workshops for business owners.
Contact: Sam Gibson
Website: https://www.brewin.co.uk
Tel: 0191 279 7300
How can I reduce my inheritance tax bill?
Inheritance tax can place a huge financial burden on your loved ones. These steps summarised below can help you manage your estate, so more of your wealth goes to those you wish to benefit. Families in the UK paid a record £7.1 billion in IHT in the financial year...
Brewin Dolphin – New tax year: ten key changes for 2023/24
https://emn.org.uk/wp-content/uploads/2023/05/New-tax-year-ten-key-changes-for-2023-24.pdf
Affiliate Member Event: RBC Brewin Dolphin Webinar – How to ease your tax burden
Book now With several tax and pension rules changing, arranging your finances tax efficiently in 2023/24 is more important than ever. In this webinar, Richard Harwood, our financial planning expert, will explain how to save and invest to beat the tax squeeze, with...
Brewin Dolphin: Spring budget statement March 2023
Chancellor Jeremy Hunt has delivered his spring budget, in which he set out plans that aim to boost UK economic growth, while being mindful of the need not to spook financial markets. With the fallout from his predecessor’s mini-budget still fresh in people’s minds,...
Brewin Dolphin – Seven financial resolutions for 2023
The new year is a great time to review your finances and make sure everything is running smoothly. With inflation at a high and taxes on the rise, the changes you make today could have a big impact on the health of your finances in 2023 and beyond. A financial adviser...
How long will my pension last in retirement?
Whether you’re planning on travelling the world, learning a new hobby or spending more time with friends and family, you need to feel confident that your retirement savings will go the distance. How long your pension lasts in retirement will depend on several factors...
Brewin Dolphin – Financial planning tips for entrepreneurs
It’s easy to neglect your own finances when you’re focused on growing and nurturing your business. But creating a solid plan, where both your business and personal finances are working for you, could give you the confidence that your hard work will pay off. Here are...
AFFILIATE NEWS: Brewin Dolphin share chancellor’s budget for 2021
Sunak has faced an extraordinarily testing time since taking on the role of chancellor, with the unexpected challenge of a global health crisis. He used his second budget to flag the UK’s successful vaccination programme, with a pledge to continue doing “whatever it...
AFFILIATE NEWS: Meet Chris Black Divisional Director of Brewin Dolphin
You may occasionally think about a potential ‘exit’ but not know what this really looks like for you and your family. What about your personal aspirations? Why are you doing what you’re doing? What end does it serve? For all but the most extreme serial entrepreneur,...
AFFILIATE NEWS: Meet Douglas Montgomerie Business Development Manager of Brewin Dolphin.
If your pension has fallen in value over recent months, or your predicted income is less you had hoped for, you may presume that you cannot afford to retire. But you could be pleasantly surprised to find you need substantially less than you thought to fund retirement....