Personal finance panic? <br />Get a professional in your corner

Personal finance panic?
Get a professional in your corner

Safeguarding our physical health is naturally top priority, but once all possible steps have been taken here, it might be time to redirect attention to your financial health and turn any additional time to good account.

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You don’t have to suffer being left in the dark

You don’t have to suffer being left in the dark

The best wealth managers are really pulling out the stops to inform and reassure their clients during the Coronavirus crisis, and if yours is not, then this might be a good opportunity to explore your options

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Self-care for investors: top tips from a behavioural finance expert

Self-care for investors: top tips from a behavioural finance expert

Investing is far from being just a numbers game, and in fact it is investors’ emotions that are very often their undoing in panic-stricken times, as this behavioural finance expert explains.

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Beware being led into restricted advice

Beware being led into restricted advice

Lead generators have come under fire for seeming to push people towards restricted advice models, highlighting several important distinctions investors need to be aware of.

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Why all wealth managers are not alike

Why all wealth managers are not alike

Not all wealth managers are alike, and there are plenty offering robust investment performance, competitive fees and great service. It pays to review your relationship, particularly if your provider has been in the headlines.

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Client trends February 2020: <br />Big tax changes and pension mis-selling top clients’ concerns

Client trends February 2020:
Big tax changes and pension mis-selling top clients’ concerns

Our affluent users have seen that the government is set to both give and take away on the tax front. Media coverage of the growing pension transfer scandal has also driven a significant number of enquiries in recent weeks.

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Higher-earners: <br/>Beat the top-rate tax trap

Higher-earners:
Beat the top-rate tax trap

Higher-earners are finding more and more of their pay is eaten up by tax, but ahead of substantive changes coming in there are a number of strategies that can help keep your bill down, as well as being beneficial to your broader wealth goals.

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Client trends January 2020: <br />Investment interest rockets; <br/>gold and IHT are key talking points

Client trends January 2020:
Investment interest rockets;
gold and IHT are key talking points

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.

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Good wealth habits <br/> to get into this year

Good wealth habits
to get into this year

The start of a new year is a great time to establish the wealth management habits that will help you achieve your financial – and life – goals quicker. See which areas you could stand to get more proactive in.

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