Client trends: December 2022

Client trends: December 2022

A multi-faceted tax raid is set to rock even the modestly wealthy in the UK, meaning it is incumbent on us all to take a long hard look at our financial strategies as the year draws to a close.

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How tax freezes erode wealth

How tax freezes erode wealth

Freezes to tax allowances might be something we have to get used to, but we don’t have to just sit back and watch our wealth erode: there are steps which can help protect it.

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The best (wealth) present women can give themselves this Christmas

The best (wealth) present women can give themselves this Christmas

Everyone knows about the yawning gender pension gap, but all too often women bury their heads in the sand, rather than proactively tackling the problem.

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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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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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