2023-10 Vermeer Partners - Brochure

PRIVATE CLIENTS
We pride ourselves on offering a bespoke portfolio
service and believe in treating you as an individual, so it
is rare for two portfolios to be identical.
We understand your needs will change over time and we
offer support through every step of that journey to:
– Work out your long-term objectives
– Provide you with reliable income
– Accommodate your future expenditure
– Preserve wealth for future generations
– Ensure you understand the potential risk and
reward in your portfolio.
We structure our investment teams to support you now
and for future generations.
PENSIONS
We are highly experienced in managing pension
investments particularly Self-Invested Personal Pensions
(SIPP), Qualifying Recognised Overseas Pension Schemes
(QROPS), Small Self-Administered Schemes (SSAS) and
other corporate pension schemes.
Our systems ensure that communication between all
associated parties functions seamlessly.
We have agreements in place with many third-party
pension providers and it is possible to add further new
relationships upon request.
ISAS
To reduce your overall tax liability* we encourage our
clients to run an ISA portfolio alongside their personal
portfolio. Your investment manager will run each
portfolio under a single strategy, which will be agreed
with you at the outset. Pooling these two investment
portfolios ensures your money is managed efficiently,
your personal allowances are maximised, and over
exposure to any one investment is avoided.
JUNIOR ISAS & BARE
TRUSTS
We provide a complete investment service to allow
our clients to have all the family portfolios managed in
one place by one team. As with all our services, your
investment portfolios are tailored to meet specific
requirements, whether it is to fund school fees, university
costs or first homes.
* Vermeer Partners do not provide tax advice and you will
need to seek advice from your independent tax adviser.
Not all clients may benefit from a separate ISA portfolio.
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