Client trends January 2022: Serious ambitions to start off the year

Client trends January 2022: Serious ambitions to start off the year

The start of a new year has our users thinking about fresh starts on a number of fronts, but making their wealth work as hard as it possibly can is a running theme.

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Waste no time in defending your wealth

Waste no time in defending your wealth

The finances of wealthy individuals are threatened on a number of fronts as a perfect storm of inflation, market uncertainty and effective tax rises close in.

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You could blink during the UK Autumn Budget and not miss anything

You could blink during the UK Autumn Budget and not miss anything

Personal tax may have been out of focus in the Autumn Budget, but that should not obscure the gravity of changes which had already been announced.

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Pension allocation used up? <br />More tax efficient options for retirement saving…

Pension allocation used up?
More tax efficient options for retirement saving…

High earners can feel hemmed in by continued tax raids to pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

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Client trends July 2021: <br />Investment costs and strategies are put under the microscope, amid a rush to review pension savings

Client trends July 2021:
Investment costs and strategies are put under the microscope, amid a rush to review pension savings

Saving on tax and investment costs are frequently not given the attention they warrant, but both are hugely important parts of any affluent individual’s wealth management strategy.

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Client trends June 2021: <br />Users get proactive about protecting pension pots and family wealth from the taxman

Client trends June 2021:
Users get proactive about protecting pension pots and family wealth from the taxman

You don’t have to simply accept punishing tax charges on your pension and estate as a High Net Worth Individual, so consider joining our users in proactively planning to protect your wealth.

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The power of starting early with proper wealth management

The power of starting early with proper wealth management

The pandemic has helped lots of younger investors get started, but they should look beyond DIY options to see the really transformative changes early – and proper – wealth management can make.

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Client trends April 2021 –<br /> Investors look to top up portfolios and particularly ISAs, with the domestic market front of mind

Client trends April 2021 –
Investors look to top up portfolios and particularly ISAs, with the domestic market front of mind

Many people have significant extra cash to deploy currently and many are wisely looking to put it to work in the markets, with London-listed names front of mind.

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Client trends March 2021: <br />Chill winds from Budget freezes add to investors’ insecurities

Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities

The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.

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