HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.
Longevity risks, cryptocurrency taxation and the potential for behavioural biases to hurt wealth are featuring strongly in our current conversations with clients.
Wealth planning issues of various kinds have been a real feature of our conversations with High Net Worth Individuals in recent weeks.
Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.
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.
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.
The pandemic has helped lots of younger investors get started, but they should look beyond DIY options to see the really transformative changes early – and proper – wealth management can make.