Financial advisers
Independent and restricted firms advising private clients.
For Advisers
Specialist solutions for clients with specialist requirements.
New Walk Consulting works alongside advisers and professional intermediaries, providing information, technical support and introductions to selected specialist investment providers.
Who we support
Working alongside professional advisers
Wealth managers
Discretionary and advisory managers with specialist client requirements.
Family offices
Single and multi-family offices assessing private market exposure.
Accountants
Practices supporting clients on estate and succession matters.
Solicitors
Private client teams working on wills, trusts and estate planning.
Professional intermediaries
Introducers and consultants operating in specialist markets.
How we help
Support across specialist markets
Inheritance Tax & Business Relief
Information on specialist qualifying investments and the structural questions worth asking of any provider.
Private credit
Understanding privately originated lending strategies, origination, security and the questions that matter.
Specialist investments
Selected propositions outside mainstream listed markets, examined structurally before discussion.
Alternative fixed income
Fixed-rate propositions available to eligible experienced investors, with risks clearly set out.
Property-backed investment
Lending and development-finance propositions, including how security is structured in practice.
Expatriate considerations
The additional UK and overseas considerations facing internationally based clients.
Technical product support
Direct access to product detail and documentation to support your own research and suitability work.
Client meetings
Andrew can join adviser-led client meetings to explain how a specialist proposition operates.
Working method
Support, information and introductions - not advice.
New Walk provides information and technical support to help advisers carry out their own research and suitability assessment. It does not provide regulated financial advice, and it does not make personal recommendations to clients.
In practice that means straightforward access to product detail, honest discussion of risk and structure, and introductions to providers when a proposition is genuinely relevant to a client conversation.
Current propositions
Current specialist propositions
The specialist propositions New Walk currently works with. Each is presented on equal terms, with its own risk disclosure.
Inheritance Tax / Business Relief
Carlton Wealth Preservation
A specialist investment service for eligible investors considering Business Relief within inheritance tax plans.
Private Credit / Business Relief
PMJ Private Credit Fund
A specialist private-credit proposition for eligible investors in inheritance-tax and Business Relief planning.
Alternative Investment / Property Finance
Carlton Bonds
Fixed-rate investment supporting UK property lending and development finance for eligible experienced investors.
Venture Capital / SEIS
GCV SEIS Investments
Early-stage venture opportunities under the Seed Enterprise Investment Scheme for qualifying eligible investors.
Venture Capital / EIS
GCV EIS Investments
Growth-stage venture opportunities under the Enterprise Investment Scheme for qualifying and eligible investors.
Property / Joint Venture
JV Property Investments
Joint-venture property opportunities alongside experienced operating partners for qualifying eligible investors.
New Walk Consulting works with a carefully selected group of specialist providers. The propositions shown are not ranked and no proposition is presented as more suitable than another. Suitability depends upon individual circumstances. Capital at risk — the value of specialist investments can fall as well as rise and investors may not get back the amount invested. Tax treatment depends upon individual circumstances and may change. These propositions are intended for eligible and experienced investors only.
Professional education
Technical sessions for adviser firms.
Andrew delivers briefings for adviser firms, wealth managers and professional networks covering the structural and technical dimensions of Business Relief, private credit and specialist alternative investments.
[Details of available sessions and CPD status to be supplied.]
Discussing a client situation?
Andrew is available to talk through a specialist requirement, explain how a proposition operates, or join an adviser-led client meeting.
Important information
Nothing on this website constitutes financial, tax or legal advice, or a personal recommendation. Specialist investments referenced are available only to eligible investors and involve risk to capital.
Business Relief and other tax treatment depend upon individual circumstances and the relevant legislation, which may change.
Tax treatment depends on individual circumstances and may change. Where Business Relief is discussed, qualification for relief is not guaranteed. Investments can fall as well as rise in value and investors may not get back the amount invested.
Please see our Risk Information for further information