Why medics should urgently seek a wealth health check
Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.
10 pension planning secrets unveiled by 6 wealth experts
As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications […]
Putting HNW pension planning under the Microscope
Appreciating the finer points of pension planning is essential to avoid pitfalls as well as garner rewards, warns Simon Bashorun of Investec Wealth and Investment. […]
For affluent investors: 5 ways to strengthen your pension plan
Changes to the pensions regime have created several planning priorities for higher-earners, explains Steve Wood, pensions specialist at Canaccord Genuity Wealth Management. 2016 is proving […]
Pressing pension planning issues for affluent investors
The pressing pension planning issues for affluent investors, explained by award winning wealth manager Patrick Connolly. The incoming pension reforms will create fantastic financial planning […]