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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CGT planning opportunities for private clients: Now or never?

CGT planning opportunities for private clients: Now or never?

An overhaul of the Capital Gains Tax regime looks likely to be coming soon, meaning that those with significant exposure need to act fast to manage their liabilities down.

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Client Trends August 2020: <br />Tax hike threats take us into an unusually busy summer

Client Trends August 2020:
Tax hike threats take us into an unusually busy summer

Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.

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#WealthGoals: Coaching the kids for inheritance

#WealthGoals: Coaching the kids for inheritance

This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.

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Inheritance Tax:<br /> Good news and (potentially) very bad

Inheritance Tax:
Good news and (potentially) very bad

Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.

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Your end-of-tax-year tick list

Your end-of-tax-year tick list

Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.

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Time to let that buy-to-let go?

Time to let that buy-to-let go?

A tax assault is leading landlords to exit the buy-to-let market in their droves, and now experts are warning that selling in the next few months could be the only way to avoid paying tens of thousands of pounds in additional charges.

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What HNWIs need to know about final salary transfers…

What HNWIs need to know about final salary transfers…

Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.

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