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.

There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.

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.

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.

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.

Entrepreneurs’ wealth creation stories are never as simple as they appear, and there is more to a successful exit than meets the eye. Read on to learn the key stages to plan for.

The majority of our users are seeking some kind of financial planning advice. Here are ten top tips to help ensure you aren’t neglecting an important area of your financial plan.