Client trends October 2021: <br />Our users are determined not to see their wealth eaten away

Client trends October 2021:
Our users are determined not to see their wealth eaten away

Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.

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Why investors need managing as much as their investments

Why investors need managing as much as their investments

Behavioural finance has an increasingly central part in conversations about investment risk, since managing emotional responses plays a key role in maximising returns.

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Why it pays to scrutinise wealth management fees

Why it pays to scrutinise wealth management fees

Wealth manager fees can feel complex to understand, let alone compare, but there is an easy process to put you the client back in control.

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Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.

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Why decumulation matters

Why decumulation matters

As people approach retirement and become increasingly reliant on their investments, pensions and savings, a whole new raft of risks come into view.

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Are you looking at investment performance the right way?

Are you looking at investment performance the right way?

Securing better-value fees is one of the most powerful moves you can take to make sure your wealth grows as strongly as it can, but there is still too little appreciation that net returns are the figures to pay attention to.

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Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Efficient retirement savings routes continue to be front of mind, along with ways to inflation-proof portfolios and reduce Inheritance Tax liabilities.

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Client trends July 2021: <br />Investment costs and strategies are put under the microscope, amid a rush to review pension savings

Client trends July 2021:
Investment costs and strategies are put under the microscope, amid a rush to review pension savings

Saving on tax and investment costs are frequently not given the attention they warrant, but both are hugely important parts of any affluent individual’s wealth management strategy.

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Client trends June 2021: <br />Users get proactive about protecting pension pots and family wealth from the taxman

Client trends June 2021:
Users get proactive about protecting pension pots and family wealth from the taxman

You don’t have to simply accept punishing tax charges on your pension and estate as a High Net Worth Individual, so consider joining our users in proactively planning to protect your wealth.

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