You have a vision for your future and for the people you care about. With trusted, face‑to‑face financial guidance, we can help you build a plan that’s designed to last.
Alternative Investments
Alternative Investments are financial instruments that offer specific tax benefits to clients.
Cashflow Modelling
Cashflow Modelling allows you to consider key life decisions, understand the potential effects before acting and stay aligned with your long-term objectives like retirement planning and supporting families long-term.
Expat Pension Advice
Advice to help you make the most of your pension, wherever you are in the world.
Family protection and life insurance advice
We can help you navigate the topics you may not want to consider.
Financial advice
Good financial advice goes beyond the numbers. It’s about understanding your goals, values and the future you want to create.
Financial Planning
At Progeny, we go beyond traditional approaches to bring you a fresh perspective across a range of financial planning services.
Investment Services
We build and adapt the right investment solutions to meet all requirements.
Mortgage Advice
We offer expert independent advice on what might be your most important investment.
Moving Abroad
At Progeny, we specialise in financial planning for individuals and families moving to key destinations across the globe.
Philanthropy
If giving back is part of your plan, we can help manage the process.
Retirement Planning
Planning for your future is made easier with Progeny.
Strategic Financial Planning
Bespoke financial planning for your specific needs.
Wealth Management
Securing your wealth for future generations.
Wealth Succession
Women’s Wealth
It’s important for everyone to take time to plan their financial security, but some financial challenges can especially impact women.
Capital Gains Tax Planning
Expat Tax Advice
If you are an expat, dealing with your tax affairs can feel complicated. Careful planning can ensure you are paying the right UK taxes and maximising the opportunities available to you as an expatriate.
Inheritance Tax Planning
Moving or Leaving the UK
Tax Returns
Tax Services
We are able to provide a complete range of tax services, from one-off specialist advice to ongoing tax compliance, tailored to you.
Tax Structuring for Family Companies
Conveyancing
Elderly client Court of Protection
Estate planning
Considering what happens to your estate when you pass away can be emotionally challenging. If you live overseas away from friends and family, it can feel an even more daunting task.
Family Office Services
Private legal services
Probate & Executor Services
Trusts
Will writing
HR consultancy
HR Services
Management development training
Outsourced HR
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