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.

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.

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.

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.

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 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.

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 […]