Investors’ paralysis is lifting, but rising geopolitical tensions have put risk – and gold – back in the spotlight. UK IHT rates are also top of the agenda.
The spotlight is once again on fee variation, spiking interest in comparing providers among HNWIs.
Retirement planning is back in the spotlight, with those approaching the lifetime contribution limit and women expressing concerns in particular. Elsewhere, savers are losing their patience with rock-bottom interest rates.
Long-term care may well be the reality for a partner, parent, elderly relative or – indeed – yourself, making intelligent wealth planning one of the wisest moves you can make.
Warnings that the passives market could see a dramatic reversal of fortune are front of mind this month, while HNWIs also ponder which IHT mitigation techniques are future-proof
Discussing your situation with a private client insurance adviser is an excellent way to get a true picture of all the tangible assets you own and to protect them.