Client trends: January 2023
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?
Read ArticleWealth Planning
Practical guides and articles to help with your wealth planning by life stage or current situation
The psychology of
coming into a large amount of money
Psychotherapist Amanda Falkson explains the potential pitfalls associated with a sudden windfall – whether that be through a lottery win, an inheritance or a business sale – and why undergoing wealth counselling might be a wise course for those who find themselves in this position.
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Pension allocation used up?
More tax efficient options for retirement saving…
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.
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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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