Client Trends October 2019:
Doubts over passives and BPR investments bubble up
Warnings that the passives market could see a dramatic reversal of fortune are front of mind this month, while HNWIs also ponder which IHT mitigation techniques are future-proof
Top Ten Financial Planning Tips for HNWIs
The majority of our users are seeking some kind of financial planning advice. Here are ten top tips to help ensure you aren’t neglecting an important area of your financial plan.
Why you can’t let money be the last taboo
A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.
Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing
ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.
Your tax planning
“Musts” to tackle
before year-end
If you haven’t started thinking about it yet, now is definitely the time to get your year-end tax planning affairs in order. Here, Aloysia Daros, […]
What you need to know now to reduce your income tax bill
New figures have highlighted how much heavier the burden is for affluent individuals, but there are many ways to legitimately reduce your income tax bill, […]
Tax-efficient investing:
Why invest in EIS, VCTs and BPR?
Opportunities abound in tax-efficient investing, with products to suit all kinds of individuals, argues Jack Rose, Business Development Director for Tax Products, LGBR Capital. Enterprise […]
Enterprise investment schemes – A conversation with Lord Howard Flight
Howard Flight, Chairman of the EIS Association answers burning questions about the Enterprise Investment Scheme and how it can benefit you. What puts people off […]
