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.
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.
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.
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.
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.
Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Wealth experts weigh up IHT workarounds
You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.
The returning expat: prior planning and preparation is paramount
There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.
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.
