#WealthGoals: <br />Letting go of buy-to-let

#WealthGoals:
Letting go of buy-to-let

Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.

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The returning expat: prior planning and preparation is paramount

The returning expat: prior planning and preparation is paramount

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.

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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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Tax traps all families should look to avoid

Tax traps all families should look to avoid

Wills, estate planning and inheritance tax may inspire less enthusiasm than other aspects of wealth management, but their importance to your family’s long-term financial health means they cannot be neglected. Here are some key errors to avoid.

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#WealthGoals: Making a business property purchase secured against a portfolio

#WealthGoals: Making a business property purchase secured against a portfolio

Business owners have a lot to gain through having a wealth manager align their business and personal financial strategies, particularly when it comes to private client lending.

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Client Trends August 2020: <br />Tax hike threats take us into an unusually busy summer

Client Trends August 2020:
Tax hike threats take us into an unusually busy summer

Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.

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#WealthGoals: Protecting loved ones and defending your post-death legacy

#WealthGoals: Protecting loved ones and defending your post-death legacy

Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.

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Need to revise your roadmap this summer?

Need to revise your roadmap this summer?

Taking the time to review your financial plan is a real investment in the health of your wealth – and your peace of mind – so seize the opportunity this summer.

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Taking the plunge <br />on private schooling?

Taking the plunge
on private schooling?

Private education is a real investment into your children’s future and you should ensure you plan for it as such, taking a long-term view to maximise value and minimise stress.

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