How the pandemic changed female perceptions of wealth planning

How the pandemic changed female perceptions of wealth planning

Women are very noticeably seeking professional advice in greater numbers now, and not before time. As this piece explains, they have very great need of it.

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Exiting a business? Get a wealth manager boost

Exiting a business? Get a wealth manager boost

Wealth managers bring a huge amount of value to those selling a business, leveraging a combination of technical expertise and emotional intelligence that all entrepreneurs should seek to benefit from.

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Managing personal compensation awards: a 10-point primer

Managing personal compensation awards: a 10-point primer

Managing personal compensation awards is a daunting task, whether in a personal or professional capacity, but there are some key considerations that will set responsible parties on the right path.

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Investing in the next generation

Investing in the next generation

Estate planning can seem like an intimidating area, but it needn’t be if you follow the signpost questions you need to ask of yourself – and the wider family – set out in this simple guide.

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Insuring against big IHT bills

Insuring against big IHT bills

The benefits of insuring estates against Inheritance Tax are underappreciated, but this could be the answer to distressingly large bills that many HNWI families seek.

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Wealth experts weigh up IHT workarounds

Wealth experts weigh up IHT workarounds

You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.

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#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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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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