High Net Worth Individuals are awaiting the Autumn Budget with bated breath, amid the Labour government ominous messaging around making those with the ‘broadest shoulders’ bear even more of the burden of the nation’s financial woes.
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Diversification and inheritance tax mitigation are top concerns among our users currently, along with a general sense that world events are too hectic for investors to keep on top of alone.
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Client movement is once again picking up due to compliance implications; tax-efficient savings and alternative investments are hot on the agenda too.
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Metals investing, tax mitigation and how to navigate pension freedoms effectively are top of the agenda this month, demonstrating once again the breadth of concerns we help our users address.
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