Pension tricks and traps are high on the agenda due to a soon to expire NI top-up extension, as are business succession and investing in Knowledge-Intensive Companies.

Learn how to reduce the Inheritance Tax exposure facing your family with these well-accepted wealth management techniques and strategies.

Banking sector tribulations have got people thinking seriously about deposit safety again; a desire to grapple with wills and estate planning is markedly on the rise among our users too.

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?

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.

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.