Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda
HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.
Client trends June 2022:
Rising longevity risks, behavioural biases and potential tax surprises top the HNW agenda
Longevity risks, cryptocurrency taxation and the potential for behavioural biases to hurt wealth are featuring strongly in our current conversations with clients.
Client trends May 2022:
Change is in the air on a number of fronts
Wealth planning issues of various kinds have been a real feature of our conversations with High Net Worth Individuals in recent weeks.
Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists
Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.
Client trends March 2022:
Portfolio protection worries prompt a deluge of enquiries
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.
Getting empowered
to invest post-divorce
Financially weaker partners bear a great weight of responsibility when it comes to investing a divorce pay out, but there is no need for them to feel paralysed with the right advisor in place.
Top tips to help turbo-charge your portfolio in 2022
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.
Waste no time in defending your wealth
The finances of wealthy individuals are threatened on a number of fronts as a perfect storm of inflation, market uncertainty and effective tax rises close in.
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.