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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The legal landscape – what HNWIs should know

The legal landscape – what HNWIs should know

The UK’s legal landscape has changed significantly for High Net Worth Individuals in recent times and there are further changes coming down the line they should also be aware of.

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Retiring in an inflationary environment

Retiring in an inflationary environment

Matt Phillips, Director of Wealth Planning at Canaccord Genuity Wealth Management, sets out key questions which will help those on the brink of retirement to navigate an inflationary environment.

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Are you facing your fears?

Are you facing your fears?

Simon Prescott, Senior Wealth Planner at Nedbank Private Wealth, weighs up how new approaches may encourage planning for the future, including preparing for any difficulties linked to mental incapacity.

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The biggest shake-up in divorce law in 50 years

The biggest shake-up in divorce law in 50 years

Many believe incoming changes to the UK’s divorce rules, along with pandemic pressures, will cause a spike in separations – and there are a great many wealth implications to consider.

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