Client trends: September 2024
Diversification and inheritance tax mitigation are top concerns among our users currently, along with a general sense that world events are too hectic for investors to keep on top of alone.
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Why you need a wealth manager
Young UK entrepreneurs aged under 35 are more confident than their older peers
Entrepreneurs can really benefit from specialist wealth management advice as they contemplate their future – and it really is never too early to get your team in place.
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How elections can impact your investments
Close to half the world will go to the polls this year, so investors should certainly bear in mind how election results in their country and beyond can impact their portfolios – in the short and long term.
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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.
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