Equity selection – and investment style – are popular topics of conversation with our clients currently as media pundits advocate value strategies over growth.
Many people have significant extra cash to deploy currently and many are wisely looking to put it to work in the markets, with London-listed names front of mind.
The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.
A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.
It’s difficult to say what 2021 will bring for investors (or indeed taxpayers), but it is certain that being proactive about your financial affairs will serve you well whatever the year has in store.
The spotlight is once again on fee variation, spiking interest in comparing providers among HNWIs.