Business Details
Your Trusted Partner for Financial Advisory Solutions
Progeny is a globally recognised professional services firm specialising in financial planning, tax, legal, and asset management solutions. With over four decades of experience, we combine the expertise of Chartered Financial Planners, Corporate Lawyers, Private Solicitors, and Tax Specialists to deliver holistic, non-siloed advice tailored to complex financial needs. Our multi-expert approach ensures clients receive integrated solutions across disciplines, supported by a global network spanning 22 offices.Recognised as a Top Law Firm by eprivateclient and winner of the PFS Chartered Financial Planning Firm of the Year, we prioritise client-centric service, leveraging our deep understanding of financial markets, tax legislation, and estate planning. Our commitment to innovation, regulatory compliance, and ethical standards underpins our reputation as trusted advisors for high-net-worth individuals, families, and businesses seeking long-term wealth preservation and growth.
Services
Financial Planning
Tax Services
Legal Services
Asset Management
Expat Services
Highlights and features
- Award-winning Chartered Financial Planners with industry recognition
- Multi-expert approach combining financial, tax, and legal services
- Global network with 22 offices worldwide for seamless service delivery
- Tailored solutions for complex financial needs across jurisdictions
- Recognised as Top Law Firms by eprivateclient for private wealth expertise
Associations and certifications
- Financial Conduct Authority
- Solicitors Regulation Authority
Services
Financial Planning
Our financial planning services provide strategic guidance for wealth preservation and growth. Combining risk assessment, tax efficiency, and investment strategies, we create bespoke plans for retirement, succession, and intergenerational wealth transfer. With lifetime cashflow modelling and ongoing portfolio management, we ensure alignment with evolving personal and financial goals while maintaining compliance with UK regulatory standards.
Tax Services
We offer comprehensive tax compliance and mitigation strategies tailored to individual and business needs. Specialising in capital gains tax, inheritance tax, and cross-border tax planning, our experts ensure optimal structuring to minimise liabilities. Regular reviews and proactive advice help clients navigate changing legislation while maximising allowable reliefs and allowances within HMRC guidelines.
Legal Services
Our legal team specialises in private client law, including will writing, trust formation, and court of protection matters. By integrating legal and financial expertise, we deliver cohesive solutions for estate administration, inheritance tax planning, and family office services. Tailored advice ensures compliance with UK solicitors' regulations while safeguarding client interests across jurisdictions.
Asset Management
We provide diversified investment portfolios managed through quantitative analysis and risk-based frameworks. Our strategies focus on asset allocation, cost efficiency, and quarterly rebalancing to maintain target allocations. With access to global markets and a choice of active or passive funds, we aim to deliver consistent returns aligned with clients' risk profiles and long-term objectives.
Expat Services
Specialised support for expatriates covering tax residency, pension transfers, and cross-border wealth management. We address complexities of dual jurisdiction compliance, currency risk, and local regulations. Our holistic approach ensures seamless integration of financial, legal, and tax considerations for individuals relocating or maintaining international assets.
Questions
What is Progeny's approach to financial planning?
We use a holistic, multi-expert approach integrating financial, tax, and legal expertise to create tailored strategies aligned with individual goals and risk profiles.
Do you offer international tax planning services?
Yes, we specialise in cross-border tax compliance, expatriate tax, and structuring solutions for clients with international assets or residency.
How does Progeny manage investment portfolios?
We employ quantitative analysis, quarterly rebalancing, and cost-efficient strategies across diversified asset classes to meet specified risk-return objectives.
Can you assist with inheritance tax planning?
Our legal and tax teams collaborate on trust structures, will writing, and mitigation strategies to minimise inheritance tax liabilities while preserving wealth.
Are your services available outside the UK?
Yes, we operate globally with offices in Europe, Asia, and the Middle East, providing locally compliant advice across jurisdictions.
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