Pension allocation used up? <br />More tax efficient options for retirement saving…

Pension allocation used up?
More tax efficient options for retirement saving…

High earners can feel hemmed in by continued tax raids pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

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Client trends October 2021: <br />Our users are determined not to see their wealth eaten away

Client trends October 2021:
Our users are determined not to see their wealth eaten away

Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.

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Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.

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Why decumulation matters

Why decumulation matters

As people approach retirement and become increasingly reliant on their investments, pensions and savings, a whole new raft of risks come into view.

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Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Efficient retirement savings routes continue to be front of mind, along with ways to inflation-proof portfolios and reduce Inheritance Tax liabilities.

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Probing pension questions to test your strategy

Probing pension questions to test your strategy

Savers should ask themselves this set of pension questions to discover if there are amendments required to their retirement plans, as small actions can have big results.

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Client trends October 2020: <br />Revising retirement plans becomes a priority as yield becomes harder still to find

Client trends October 2020:
Revising retirement plans becomes a priority as yield becomes harder still to find

The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.

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#WealthGoals: What comes first, <br />the pension or the plan?

#WealthGoals: What comes first,
the pension or the plan?

Pension dilemmas often bring clients through wealth managers’ doors, but these invariably uncover other areas in need of investments and financial planning.

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Why a midlife MOT could be just what your finances need

Why a midlife MOT could be just what your finances need

A mid-life financial MOT allows those in their 40s and 50s to spot issues in their wealth planning in good enough time to have a significant positive effect on your income and lifestyle in future decades.

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