Tax traps all families should look to avoid

Tax traps all families should look to avoid

Wills, estate planning and inheritance tax may inspire less enthusiasm than other aspects of wealth management, but their importance to your family’s long-term financial health means they cannot be neglected. Here are some key errors to avoid.

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Need to revise your roadmap this summer?

Need to revise your roadmap this summer?

Taking the time to review your financial plan is a real investment in the health of your wealth – and your peace of mind – so seize the opportunity this summer.

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Inheritance Tax:<br /> Good news and (potentially) very bad

Inheritance Tax:
Good news and (potentially) very bad

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.

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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 April 2020:<br /> Clients are fire-fighting on many financial fronts

Client trends April 2020:
Clients are fire-fighting on many financial fronts

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.

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Client trends March 2020: <br />Planning requests spike post-Budget; <br/>investors ponder whether now is the time to plough in

Client trends March 2020:
Planning requests spike post-Budget;
investors ponder whether now is the time to plough in

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.

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Your end-of-tax-year tick list

Your end-of-tax-year tick list

Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.

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Client trends February 2020: <br />Big tax changes and pension mis-selling top clients’ concerns

Client trends February 2020:
Big tax changes and pension mis-selling top clients’ concerns

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.

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Higher-earners: <br/>Beat the top-rate tax trap

Higher-earners:
Beat the top-rate tax trap

Higher-earners are finding more and more of their pay is eaten up by tax, but ahead of substantive changes coming in there are a number of strategies that can help keep your bill down, as well as being beneficial to your broader wealth goals.

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