Client trends July 2022: <br />Pension drawdown, property wealth and the tech sector are top of the agenda

Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda

HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.

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Client trends June 2022: <br />Rising longevity risks, behavioural biases and potential tax surprises top the HNW agenda

Client trends June 2022:
Rising longevity risks, behavioural biases and potential tax surprises top the HNW agenda

Longevity risks, cryptocurrency taxation and the potential for behavioural biases to hurt wealth are featuring strongly in our current conversations with clients.

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Client trends May 2022: <br />Change is in the air on a number of fronts

Client trends May 2022:
Change is in the air on a number of fronts

Wealth planning issues of various kinds have been a real feature of our conversations with High Net Worth Individuals in recent weeks.

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Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.

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Client trends March 2022: <br />Portfolio protection worries prompt a deluge of enquiries

Client trends March 2022:
Portfolio protection worries prompt a deluge of enquiries

Shocking turns in global events have rightly caused an outpouring of sympathy, but people are naturally also worried about how their own lives and finances will be affected as the world is rocked by news of war.

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Getting empowered <br />to invest post-divorce

Getting empowered
to invest post-divorce

Financially weaker partners bear a great weight of responsibility when it comes to investing a divorce pay out, but there is no need for them to feel paralysed with the right advisor in place.

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How to speed date<br /> potential wealth managers

How to speed date
potential wealth managers

Posing these quick-fire questions to a shortlist of wealth managers will help you arrive at a good match quickly, much in the style of speed dating.

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Top tips to help turbo-charge your portfolio in 2022

Top tips to help turbo-charge your portfolio in 2022

Even the most seasoned investor can stand to sharpen up their strategy and these top tips will serve as a useful reminder to the experienced and novice alike.

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Waste no time in defending your wealth

Waste no time in defending your wealth

The finances of wealthy individuals are threatened on a number of fronts as a perfect storm of inflation, market uncertainty and effective tax rises close in.

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