Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Efficient retirement savings routes continue to be front of mind, along with ways to inflation-proof portfolios and reduce Inheritance Tax liabilities.

Read More

Pension allocation used up? <br />More tax efficient options for retirement saving…

Pension allocation used up?
More tax efficient options for retirement saving…

High earners can feel hemmed in by continued tax raids pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

Read More

Is marriage the biggest financial risk you’ll take?

Is marriage the biggest financial risk you’ll take?

The gender wealth gap is well known, but still very often not well addressed, particularly when it comes to tackling financial security in the context of marriage.

Read More

Investing in the next generation

Investing in the next generation

Estate planning can seem like an intimidating area, but it needn’t be if you follow the signpost questions you need to ask of yourself – and the wider family – set out in this simple guide.

Read More

Probing pension questions to test your strategy

Probing pension questions to test your strategy

Savers should ask themselves this set of pension questions to discover if there are amendments required to their retirement plans, as small actions can have big results.

Read More

Money moves all couples should consider

Money moves all couples should consider

There are a host of money moves that couples can consider to ensure their wealth works harder, but many of them will only come to light after discussions with an experienced professional.

Read More

Insuring against big IHT bills

Insuring against big IHT bills

The benefits of insuring estates against Inheritance Tax are underappreciated, but this could be the answer to distressingly large bills that many HNWI families seek.

Read More

Wealth experts weigh up IHT workarounds

Wealth experts weigh up IHT workarounds

You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.

Read More

The returning expat: prior planning and preparation is paramount

The returning expat: prior planning and preparation is paramount

There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.

Read More