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.
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.
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.
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.
Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.
Efficient retirement savings routes continue to be front of mind, along with ways to inflation-proof portfolios and reduce Inheritance Tax liabilities.