The power of starting early with proper wealth management
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.
How the pandemic changed female perceptions of wealth planning
Women are very noticeably seeking professional advice in greater numbers now, and not before time. As this piece explains, they have very great need of it.
Exiting a business? Get a wealth manager boost
Wealth managers bring a huge amount of value to those selling a business, leveraging a combination of technical expertise and emotional intelligence that all entrepreneurs should seek to benefit from.
Managing personal compensation awards: a 10-point primer
Managing personal compensation awards is a daunting task, whether in a personal or professional capacity, but there are some key considerations that will set responsible parties on the right path.
Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities
The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.
Client trends February 2021:
A sense of urgency builds among users on a number of wealth management fronts
A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.
Brexit: What do I need to do if I am a resident in a European country?
UK expats living in Europe will have a number of administrative tasks to carry out after the end of the Brexit transition period and can use this piece as part of their checklist.
Examining women’s rush
to wealth advice
A significant uptick in female users signals a sea-change in women’s attitudes to managing their wealth and we’re seeing providers stepping up in myriad ways to help them.
Client trends January 2021:
Proactiveness rules as we turn to a much-altered future
It’s difficult to say what 2021 will bring for investors (or indeed taxpayers), but it is certain that being proactive about your financial affairs will serve you well whatever the year has in store.