Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.

Business owners have a lot to gain through having a wealth manager align their business and personal financial strategies, particularly when it comes to private client lending.

Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.

HNWIs are citing a huge range of concerns, but whether wealth taxes will emerge and what the best investment approaches are in this new world are foremost.

Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.

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.

Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.

Cash flow modelling is a vital strand in optimally managing your wealth. It involves complex calculations, but could be the key to achieving your goals – and avoiding poor outcomes.

Wealth structuring is certainly not the preserve of the ultra-wealthy, and there are a number of strategies families should consider to ensure that their wealth has maximum benefit for generations to come.