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.
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.
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.
Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.
HNWIs are citing a huge range of concerns, but whether wealth taxes will emerge and what the best investment approaches are in this new world are foremost.