Client trends: March 2023

Client trends: March 2023

Tax-efficient investments, proper diversification and all-round optimisation is – or at least should be – the name of the game in March.

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Client trends: February 2023

Client trends: February 2023

Gold represents a glittering prospect for many of our users currently, but more prosaic matters of tax planning and portfolio strategy are also high on their agendas this month.

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Why, alone, a will may not be the way

Why, alone, a will may not be the way

On its own, a will might not be the optimal solution for providing for your partner, particularly when there are children to consider too.

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Client trends: January 2023

Client trends: January 2023

Our users are very much harnessing the New Year energy to make positive changes in both their investment management and financial planning strategies; will you join them?

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The psychology of <br />coming into a large amount of money

The psychology of
coming into a large amount of money

Psychotherapist Amanda Falkson explains the potential pitfalls associated with a sudden windfall – whether that be through a lottery win, an inheritance or a business sale – and why undergoing wealth counselling might be a wise course for those who find themselves in this position.

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Are you confident you have met all your financial planning needs?

Are you confident you have met all your financial planning needs?

Investment management and financial planning need to be studiously aligned to make the absolute most of your wealth, but all too often people can neglect the tax, structuring, retirement and inheritance sides of things.

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How tax freezes erode wealth

How tax freezes erode wealth

Freezes to tax allowances might be something we have to get used to, but we don’t have to just sit back and watch our wealth erode: there are steps which can help protect it.

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Client trends September 2022: <br />“Back to school” mood

Client trends September 2022:
“Back to school” mood

The “back to school” mood means that we’re matching more people to wealth managers than ever this month, with both investment and financial planning related queries coming in thick and fast.

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Client trends August 2022: No signs of a holiday as stock shopping and financial planning enquiries flood in

Client trends August 2022: No signs of a holiday as stock shopping and financial planning enquiries flood in

We see no signs of investors taking the traditional summer break and we’re also seeing users of our service getting very proactive on family wealth planning matters, too.

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