How tax freezes erode wealth

How tax freezes erode wealth

Freezes to tax allowances might be something we have to get used to, but we don’t have to just sit back and watch our wealth erode: there are steps which can help protect it.

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Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.

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You could blink during the UK Autumn Budget and not miss anything

You could blink during the UK Autumn Budget and not miss anything

Personal tax may have been out of focus in the Autumn Budget, but that should not obscure the gravity of changes which had already been announced.

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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 to pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

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How to carry out <br />an investment review, <em>fast</em>

How to carry out
an investment review, fast

It’s easy to put off your investment review, but with our handy framework you can quickly understand the portfolio performance and service value you are getting.

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Money moves all couples should consider

Money moves all couples should consider

There are a host of money moves that couples can consider to ensure their wealth works harder, but many of them will only come to light after discussions with an experienced professional.

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Examining women’s rush <br />to wealth advice

Examining women’s rush
to wealth advice

A significant uptick in female users signals a sea-change in women’s attitudes to managing their wealth and we’re seeing providers stepping up in myriad ways to help them.

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Client trends January 2021: <br />Proactiveness rules as we turn to a much-altered future

Client trends January 2021:
Proactiveness rules as we turn to a much-altered future

It’s difficult to say what 2021 will bring for investors (or indeed taxpayers), but it is certain that being proactive about your financial affairs will serve you well whatever the year has in store.

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CGT planning opportunities for private clients: Now or never?

CGT planning opportunities for private clients: Now or never?

An overhaul of the Capital Gains Tax regime looks likely to be coming soon, meaning that those with significant exposure need to act fast to manage their liabilities down.

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