High Net Worth Individuals should consider the private client mortgage and other lending facilities private banks extend to their clientele, for competitive rates and better understanding of complex income streams.
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The UK’s legal landscape has changed significantly for High Net Worth Individuals in recent times and there are further changes coming down the line they should also be aware of.
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Matt Phillips, Director of Wealth Planning at Canaccord Genuity Wealth Management, sets out key questions which will help those on the brink of retirement to navigate an inflationary environment.
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Simon Prescott, Senior Wealth Planner at Nedbank Private Wealth, weighs up how new approaches may encourage planning for the future, including preparing for any difficulties linked to mental incapacity.
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