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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Client trends March 2019:<br /> Thoughts turn to ISAs and <br/>tax-efficient investing

Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing

ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.

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Raise your ISA game – ten ways to maximise your wealth

Raise your ISA game – ten ways to maximise your wealth

You only have until midnight on 5 April to use your ISA allowance, but there is still plenty of time to ensure your savings are working as hard as they possibly can. Here are our 10 top tips for maximising your ISA

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Self-invested personal pensions (SIPPs) – A quick guide

Self-invested personal pensions (SIPPs) – A quick guide

This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.

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Why ISAs (and JISAs) are vital wealth management tools

Why ISAs (and JISAs) are vital wealth management tools

What is an ISA and how much is my allowance? In simple terms, ISAs (Individual Savings Accounts) and their Junior equivalents are tax shelters for […]

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Planning ahead: 10 year-end tax issues for consideration

Planning ahead: 10 year-end tax issues for consideration

Tax mitigation should be a priority year round, but there is still much the proactive can do to reduce their liabilities as April looms.

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Why JISAs are a vital savings tool for parents

Why JISAs are a vital savings tool for parents

It is never too late – or too early – to start saving seriously for your child’s future and Junior ISAs are an extremely beneficial, […]

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Essential tax planning<br>tips for year-end

Essential tax planning
tips for year-end

Dani Glover, head of financial services for London, and Tina Riches, national tax partner at Smith & Williamson, the accountancy, investment management and tax group, […]

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Tax strategies by life stage – Infographic

Tax strategies by life stage – Infographic

Ever wondered what accumulative tax efficiencies you can achieve? Pension, Capital Gains and ISA’s for you, and don’t forget the children too. Use it or […]

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