Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.
High Net Worth Individuals are being quick to reassess their financial affairs post-Budget. They are also putting performance under the microscope as the chill investment winds stemming from the coronavirus outbreak start to really be felt.
Our affluent users have seen that the government is set to both give and take away on the tax front. Media coverage of the growing pension transfer scandal has also driven a significant number of enquiries in recent weeks.