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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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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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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Client Trends December 2019: <br/>HNWIs are minding the fee gap, but the value of advice <br/>continues to come to the fore

Client Trends December 2019:
HNWIs are minding the fee gap, but the value of advice
continues to come to the fore

The spotlight is once again on fee variation, spiking interest in comparing providers among HNWIs.

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The wealth management year <br/>in review

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.

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Client Trends November 2019: Pension tax panics – HNWIs ponder pension concerns

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.

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