HSBC Premier: wealth benefits | HSBC UK

Protecting your family

Your HSBC Premier Relationship Manager, working with our HSBC Premier Client Managers, can help you understand the options available to help provide financial security for your dependants. These options could include ensuring that your home or children's education can be provided for in a range of circumstances, should something happen to you.

Planning for and living in retirement

Your HSBC Premier Relationship Manager, working with our HSBC Premier Client Managers, can help you with short and long term wealth planning. These services can range from managing your investment portfolio, planning tax-efficient savings and retirement provisions, all the way through to establishing appropriate plans to pass on your estate.

Please remember, the value of investments, including pensions, may fall, as well as rise, meaning you may get back less than the amount you put in. Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years. Funds may not be accessible until you take your retirement benefits. The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.

Your children's future and education

Your family, business, personal and financial circumstances alter over time. That's why your HSBC Premier Relationship Manager will be there to help ensure that your savings and investments continuously reflect your needs and priorities, including providing for your children's future and education.

Please remember, the value of investments may fall, as well as rise, meaning you may get back less than the amount you put in. Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years. The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.

Managing and growing your wealth

HSBC is a global specialist in managing clients' wealth, offering a comprehensive suite of products, services and advice to HSBC Premier customers the world over. We can offer a wide range of tax-efficient saving and investment solutions to build a strategy that will support you in increasing your wealth through time. These choices cover diverse requirements and cater for clients who wish to manage their own investments, all the way through to those who wish to be guided by our investment experts. Our team of Premier Client Managers is one of the largest in the UK, so you're assured of expert advice.

Please remember, the value of investments may fall, as well as rise, meaning you may get back less than the amount you put in. Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years. The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.

Leaving a legacy

Your HSBC Premier Relationship Manager and HSBC Premier Client Managers, working with carefully selected companies, can provide a wide range of estate planning services; from will writing and tax planning, to setting up trusts and acting as executor to your estate. We can work with you to create plans that will help ensure your wishes for your legacy are realised.