Exiting a business? Get a wealth manager boost
Wealth managers bring a huge amount of value to those selling a business, leveraging a combination of technical expertise and emotional intelligence that all entrepreneurs should seek to benefit from.
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.
Don’t just invest. Invest to a plan
Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.
#WealthGoals: A move to the country
Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.
Why private client insurance brings true peace of mind
Discussing your situation with a private client insurance adviser is an excellent way to get a true picture of all the tangible assets you own and to protect them.
Life insurance and transferring wealth intelligently
Life insurance can be a very useful wealth transfer tool, providing several benefits around tax-efficiency and control – it need not be the preserve of only the ultra-wealthy.
Why insurance should be top of your new year’s resolutions
Insurance holds an important place in your wealth management strategy. Here’s what you should consider for your insurance in 2015. Tis the time of New […]
