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.
Read ArticleWealth 101
Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.
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:
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:
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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