Client trends: May 2023
Pension tricks and traps are high on the agenda due to a soon to expire NI top-up extension, as are business succession and investing in Knowledge-Intensive Companies.
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Client trends: April 2023
Banking sector tribulations have got people thinking seriously about deposit safety again; a desire to grapple with wills and estate planning is markedly on the rise among our users too.
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The psychology of
coming into a large amount of money
Psychotherapist Amanda Falkson explains the potential pitfalls associated with a sudden windfall – whether that be through a lottery win, an inheritance or a business sale – and why undergoing wealth counselling might be a wise course for those who find themselves in this position.
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#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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