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.
Stamp out these investor sins in 2021
Developing your best instincts as an investor can be a long journey, leaving us prey to behavioural biases, knee-jerk reactions and other “sins” along the way that may cost dearly in terms of returns.
Moving to Europe post Brexit – a financial guide
Brexit does present added financial complexities for those wishing to move to Europe post Brexit, yet the right local expertise can make the transition smooth and help you avoid “classic” errors in planning.
2020 Vision: what the year taught us about managing wealth
2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.
Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
#WealthGoals: Putting Socially Responsible Investing into practice (within a financial plan)
Socially Responsible Investment doesn’t have to be an afterthought when your financial planner has suggested an investment portfolio is suitable for your current situation. Andy […]
