What you can do to help yourself against dementia

What you can do to help yourself against dementia

The wealth implications of cognitive decline are often neglected, but by taking action to secure financial wellbeing well ahead of time the broader impacts of this terrible condition can be mitigated.

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Client trends December 2021: Stagflation, high fees and pension shortfalls top HNWIs’ concerns

Client trends December 2021: Stagflation, high fees and pension shortfalls top HNWIs’ concerns

The holiday season is a great time to tackle longstanding financial to-dos and we’re hearing from lots of people looking to proactively address a range of wealth concerns this Christmas.

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Client trends November 2021: Investor confidence wanes as inflation ratchets up

Client trends November 2021: Investor confidence wanes as inflation ratchets up

November is seeing the same flurry of activity which has characterised the autumn as investors seek advice on a range of investment and financial planning issues.

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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 to pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

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Client trends October 2021: <br />Our users are determined not to see their wealth eaten away

Client trends October 2021:
Our users are determined not to see their wealth eaten away

Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.

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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.

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Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.

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Why decumulation matters

Why decumulation matters

As people approach retirement and become increasingly reliant on their investments, pensions and savings, a whole new raft of risks come into view.

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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.

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