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

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.

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

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?

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.

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.

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.

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.

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.