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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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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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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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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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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Is marriage the biggest financial risk you’ll take?

Is marriage the biggest financial risk you’ll take?

The gender wealth gap is well known, but still very often not well addressed, particularly when it comes to tackling financial security in the context of marriage.

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