Client trends: September 2024
Diversification and inheritance tax mitigation are top concerns among our users currently, along with a general sense that world events are too hectic for investors to keep on top of alone.
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Capital Gains Tax (CGT)
Young UK entrepreneurs aged under 35 are more confident than their older peers
Entrepreneurs can really benefit from specialist wealth management advice as they contemplate their future – and it really is never too early to get your team in place.
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How elections can impact your investments
Close to half the world will go to the polls this year, so investors should certainly bear in mind how election results in their country and beyond can impact their portfolios – in the short and long term.
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Tax mitigation: why you owe it to yourself
Paying taxes may be a certainty, but the amount you end up having to pay is not. It’s time to just stop accepting ever-rising tax bills if you haven’t taken action already.
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