--- title: New Walk Consulting | Specialist thinking for complex wealth | New Walk Consulting description: Specialist consultancy supporting financial advisers, professional intermediaries and experienced investors across inheritance tax, Business Relief, private credit and alternative investments. --- [![New Walk Consulting](https://149192360.fs1.hubspotusercontent-eu1.net/hub/149192360/hubfs/nwc-theme/images/logo-navy.png?width=132&height=56&name=logo-navy.png)](https://www.newwalkconsulting.com) - [About](https://www.newwalkconsulting.com/about?hsLang=en) - [Expertise](https://www.newwalkconsulting.com/expertise?hsLang=en) - [For Advisers](https://www.newwalkconsulting.com/for-advisors?hsLang=en) - [Specialist Solutions](https://www.newwalkconsulting.com/specialist-solutions?hsLang=en) - [Insights](https://www.newwalkconsulting.com/insights-hub?hsLang=en) - [Contact](https://www.newwalkconsulting.com/contact?hsLang=en) [Speak to Andrew](https://www.newwalkconsulting.com/contact?hsLang=en) - [About](https://www.newwalkconsulting.com/about?hsLang=en) - [Expertise](https://www.newwalkconsulting.com/expertise?hsLang=en) - [For Advisers](https://www.newwalkconsulting.com/for-advisors?hsLang=en) - [Specialist Solutions](https://www.newwalkconsulting.com/specialist-solutions?hsLang=en) - [Insights](https://www.newwalkconsulting.com/insights-hub?hsLang=en) - [Contact](https://www.newwalkconsulting.com/contact?hsLang=en) [Speak to Andrew](https://www.newwalkconsulting.com/contact?hsLang=en) ![Sunlit stone facade of a Georgian terrace](https://149192360.fs1.hubspotusercontent-eu1.net/hub/149192360/hubfs/nwc-theme/images/hero-architecture.jpg?width=1920&height=1088&name=hero-architecture.jpg) New Walk Consulting # Specialist thinking for complex wealth Supporting financial advisers, professional intermediaries and experienced investors across specialist wealth, inheritance tax, Business Relief, private credit and alternative investment markets. [For Advisers](https://www.newwalkconsulting.com/for-advisors?hsLang=en) [Speak to Andrew](https://www.newwalkconsulting.com/contact?hsLang=en) Introduction ## Experience matters when the answer isn't obvious. Mainstream investment solutions do not solve every financial-planning challenge. New Walk Consulting helps advisers, professional intermediaries and experienced investors understand specialist opportunities and connect with carefully selected providers operating across Business Relief, private credit, alternative investments and specialist wealth markets. Who we work with ## How we can help 01 ### For advisers Specialist investment propositions, technical insight and experienced distribution support. [Explore adviser support →](https://www.newwalkconsulting.com/for-advisors?hsLang=en) 02 ### For experienced investors Understand selected specialist opportunities available to eligible investors. [Explore specialist solutions →](https://www.newwalkconsulting.com/specialist-solutions?hsLang=en) 03 ### For investment providers Strategic distribution, positioning and access to professional intermediary networks. [Work with New Walk →](https://www.newwalkconsulting.com/investment-providers?hsLang=en) Expertise ## Specialist expertise ### Inheritance Tax & Business Relief Specialist solutions that help advisers and their clients plan for the transfer of wealth across generations. [Read more →](https://www.newwalkconsulting.com/expertise-detail-inheritance-tax-business-relief?hsLang=en) ### Private Credit Access to specialist opportunities in privately originated lending, arranged outside public credit markets. [Read more →](https://www.newwalkconsulting.com/expertise-detail-private-credit?hsLang=en) ### Alternative Investments Carefully selected opportunities that sit outside mainstream listed markets and conventional fund ranges. [Read more →](https://www.newwalkconsulting.com/expertise-detail-alternative-investments?hsLang=en) ### Expatriate Wealth Clarity on the additional UK and overseas considerations facing internationally based clients and families. [Read more →](https://www.newwalkconsulting.com/expertise-detail-expatriate-wealth?hsLang=en) ### Trust & Estate Planning Working with solicitors, trustees and advisers on the investment questions that arise around family estates. [Read more →](https://www.newwalkconsulting.com/expertise-detail-trust-estate-planning-support?hsLang=en) ### Strategic Distribution Helping specialist providers build credible relationships with advisers, wealth managers and family offices. [Read more →](https://www.newwalkconsulting.com/expertise-detail-strategic-distribution?hsLang=en) ![Portrait of Andrew Dobson, Founder of New Walk Consulting](https://www.newwalkconsulting.com/hubfs/andrew-dobson.png) Founder ## Experience built over a career in financial services. Andrew Dobson Founder New Walk Consulting Andrew Dobson is an experienced financial-services professional with extensive knowledge of specialist investments, Business Relief, inheritance-tax planning, private credit and adviser distribution. His work centres on relationships: understanding what advisers and their clients are trying to achieve, understanding how specialist propositions genuinely operate, and applying judgement to where the two meet. [Meet Andrew](https://www.newwalkconsulting.com/about?hsLang=en) Selected specialist solutions ## Selected specialist solutions New Walk works with a carefully selected group of specialist investment providers. Inheritance Tax / Business Relief ### Carlton Wealth A specialist investment service for eligible investors considering Business Relief within inheritance tax plans. [Explore Carlton Wealth→](https://www.newwalkconsulting.com/carlton-wealth-preservation?hsLang=en) Private Credit / Business Relief ### PMJ Private Credit Fund A specialist private-credit proposition for eligible investors in inheritance-tax and Business Relief planning. [Explore PMJ Private Credit→](https://www.newwalkconsulting.com/pmj-private-credit-fund?hsLang=en) Alternative Investment / Property Finance ### Carlton Bonds Fixed-rate investment supporting UK property lending and development finance for eligible experienced investors. [Explore Carlton Bonds→](https://www.newwalkconsulting.com/carlton-bonds?hsLang=en) Venture Capital / SEIS ### GCV SEIS Investments Early-stage venture opportunities under the Seed Enterprise Investment Scheme for qualifying eligible investors. [Explore GCV SEIS→](https://www.newwalkconsulting.com/gcv-seis-investments?hsLang=en) Venture Capital / EIS ### GCV EIS Investments Growth-stage venture opportunities under the Enterprise Investment Scheme for qualifying and eligible investors. [Explore GCV EIS→](https://www.newwalkconsulting.com/gcv-eis-investments?hsLang=en) Property / Joint Venture ### JV Property Investments Joint-venture property opportunities alongside experienced operating partners for qualifying eligible investors. [Explore JV Property→](https://www.newwalkconsulting.com/jv-property-investments?hsLang=en) 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. ### Find the right fit for your client's circumstances. Every proposition operates differently. [Compare specialist solutions](https://www.newwalkconsulting.com/specialist-solutions?hsLang=en) Insights ## Thinking from New Walk [View all insights →](https://www.newwalkconsulting.com/insights-hub?hsLang=en) For Advisers | ### [Liquidity, probate and the fortnight after: the part families remember](https://www.newwalkconsulting.com/new-walk-consulting-blog/liquidity-probate-and-the-fortnight-after-the-part-families-remember?hsLang=en) A specialist investment is judged by the family on how the estate is administered, not on how it was presented at outset. [Read insight →](https://www.newwalkconsulting.com/new-walk-consulting-blog/liquidity-probate-and-the-fortnight-after-the-part-families-remember?hsLang=en) 7 September 2026 Alternative Investments | ### [Joint venture property investment: what the investor actually owns](https://www.newwalkconsulting.com/new-walk-consulting-blog/joint-venture-property-investment-what-the-investor-actually-owns?hsLang=en) Co-investing in a specific development is very different from holding property funds. The distinction lies in the documents. [Read insight →](https://www.newwalkconsulting.com/new-walk-consulting-blog/joint-venture-property-investment-what-the-investor-actually-owns?hsLang=en) 7 September 2026 Alternative Investments | ### [SEIS and EIS: tax-advantaged venture investing for experienced investors](https://www.newwalkconsulting.com/new-walk-consulting-blog/seis-and-eis-tax-advantaged-venture-investing-for-experienced-investors?hsLang=en) Government-backed venture schemes offer meaningful reliefs in exchange for illiquidity and a high dispersion of outcomes. [Read insight →](https://www.newwalkconsulting.com/new-walk-consulting-blog/seis-and-eis-tax-advantaged-venture-investing-for-experienced-investors?hsLang=en) 7 September 2026 ## A specialist challenge deserves a specialist conversation. Whether you're an adviser exploring solutions for a client, an experienced investor seeking more information or an investment provider looking for distribution expertise, speak to Andrew. [Speak to Andrew](https://www.newwalkconsulting.com/contact?hsLang=en) 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](https://www.newwalkconsulting.com/risk-information?hsLang=en) ![New Walk Consulting](https://149192360.fs1.hubspotusercontent-eu1.net/hub/149192360/hubfs/nwc-theme/images/logo-ivory.png?width=151&height=64&name=logo-ivory.png) ### New Walk Consulting - [About](https://www.newwalkconsulting.com/about?hsLang=en) - [Andrew Dobson](https://www.newwalkconsulting.com/about?hsLang=en) - [Contact](https://www.newwalkconsulting.com/contact?hsLang=en) ### Expertise - [Inheritance Tax & Business Relief](https://www.newwalkconsulting.com/expertise-detail-inheritance-tax-business-relief?hsLang=en) - [Private Credit](https://www.newwalkconsulting.com/pmj-private-credit-fund?hsLang=en) - [Alternative Investments](https://www.newwalkconsulting.com/expertise-detail-alternative-investments?hsLang=en) - [Expatriate Wealth](https://www.newwalkconsulting.com/expertise-detail-expatriate-wealth?hsLang=en) - [Trust & Estate Planning](https://www.newwalkconsulting.com/expertise-detail-trust-estate-planning-support?hsLang=en) - [Strategic Distribution](https://www.newwalkconsulting.com/expertise-detail-strategic-distribution?hsLang=en) ### Specialist Solutions - [Carlton Wealth](https://www.newwalkconsulting.com/carlton-wealth-preservation?hsLang=en) - [PMJ Private Credit Fund](https://www.newwalkconsulting.com/pmj-private-credit-fund?hsLang=en) - [Carlton Bonds](https://www.newwalkconsulting.com/carlton-bonds?hsLang=en) - [GCV SEIS Investments](https://www.newwalkconsulting.com/gcv-seis-investments?hsLang=en) - [GCV EIS Investments](https://www.newwalkconsulting.com/gcv-eis-investments?hsLang=en) - [JV Property Investments](https://www.newwalkconsulting.com/jv-property-investments?hsLang=en) - [Compare solutions](https://www.newwalkconsulting.com/compare-solutions?hsLang=en) ### For Professionals - [For Advisers](https://www.newwalkconsulting.com/for-advisors?hsLang=en) - [Investment Providers](https://www.newwalkconsulting.com/investment-providers?hsLang=en) - [Insights](https://www.newwalkconsulting.com/insights-hub?hsLang=en) ### Legal - [Privacy](https://www.newwalkconsulting.com/privacy-notice?hsLang=en) - Cookies - [Terms](https://www.newwalkconsulting.com/risk-information-2?hsLang=en) - [Regulatory Information](https://www.newwalkconsulting.com/risk-information-1?hsLang=en) - [Risk Information](https://www.newwalkconsulting.com/risk-information?hsLang=en) For Professional Advisers and Intermediaries Only – Not for Retail Clients New Walk Consulting provides technical information and consultancy support to professional advisers and intermediaries. Information on this website is for professional use only and does not constitute personal financial, investment, legal or tax advice or a personal recommendation. 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. Registered office Registered office: Carlton House, 15 Parsons Court, Welbury Way, Aycliffe Business Park, County Durham, DL5 6ZE Registered in England, company number 13702872. © New Walk Consulting. All rights reserved. . We use a small number of cookies to understand how this website is used. Accept