The wealth management year
in review
2019 has been an eventful year on the wealth management front, with numerous changes affecting financial planning for HNWIs to contend with, alongside a tumultuous investment environment.
Client Trends November 2019: Pension tax panics – HNWIs ponder pension concerns
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.
The caring society – are we financially prepared for getting old gracefully?
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.
Client Trends October 2019:
Doubts over passives and BPR investments bubble up
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
Don’t let exit fee fears
hold you back
Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.
Why private client insurance brings true peace of mind
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.
Client trends September 2019:
Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns
It’s “back to school” season and the pressure of meeting education fees and being the “Bank of Mum and Dad” is front of mind for […]
Jargon buster:
Key wealth management terms
explained
As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.
Four ways to get ahead of university fees
University costs are reaching staggering levels, but there are several options proactive parents and grandparents can pursue to help ensure the younger generations don’t start life saddled with huge debts.
