Examining women’s rush <br />to wealth advice

Examining women’s rush
to wealth advice

A significant uptick in female users signals a sea-change in women’s attitudes to managing their wealth and we’re seeing providers stepping up in myriad ways to help them.

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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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Stamp out these investor sins in 2021

Stamp out these investor sins in 2021

Developing your best instincts as an investor can be a long journey, leaving us prey to behavioural biases, knee-jerk reactions and other “sins” along the way that may cost dearly in terms of returns.

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Insuring against big IHT bills

Insuring against big IHT bills

The benefits of insuring estates against Inheritance Tax are underappreciated, but this could be the answer to distressingly large bills that many HNWI families seek.

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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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Wealth experts weigh up IHT workarounds

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.

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#WealthGoals: <br />Letting go of buy-to-let

#WealthGoals:
Letting go of buy-to-let

Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.

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The returning expat: prior planning and preparation is paramount

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.

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Ten wealth management mistakes that could cost you dearly

Ten wealth management mistakes that could cost you dearly

Avoiding these classic wealth management mistakes will help ensure you are always making the most of your financial health, rather than paying the price for a lack of proactiveness.

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