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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Pension allocation used up? <br />More tax efficient options for retirement saving…

Pension allocation used up?
More tax efficient options for retirement saving…

High earners can feel hemmed in by continued tax raids pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

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Client trends March 2021: <br />Chill winds from Budget freezes add to investors’ insecurities

Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities

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.

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How to carry out <br />an investment review, <em>fast</em>

How to carry out
an investment review, fast

It’s easy to put off your investment review, but with our handy framework you can quickly understand the portfolio performance and service value you are getting.

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Client trends January 2021: <br />Proactiveness rules as we turn to a much-altered future

Client trends January 2021:
Proactiveness rules as we turn to a much-altered future

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.

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CGT planning opportunities for private clients: Now or never?

CGT planning opportunities for private clients: Now or never?

An overhaul of the Capital Gains Tax regime looks likely to be coming soon, meaning that those with significant exposure need to act fast to manage their liabilities down.

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2020 Vision: what the year taught us about managing wealth

2020 Vision: what the year taught us about managing wealth

2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.

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