Practical guides and articles to help with your wealth planning by life stage or current situation
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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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 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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Matt Phillips, Director of Wealth Planning at Canaccord Genuity Wealth Management, sets out key questions which will help those on the brink of retirement to navigate an inflationary environment.
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