Client trends October 2020: <br />Revising retirement plans becomes a priority as yield becomes harder still to find

Client trends October 2020:
Revising retirement plans becomes a priority as yield becomes harder still to find

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.

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#WealthGoals: Time to move out of cash

#WealthGoals: Time to move out of cash

Cash may feel safe in volatile times, but savers are realising that it might be anything but in today’s toxic mix of record low rates and potential inflation.

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Tax traps all families should look to avoid

Tax traps all families should look to avoid

Wills, estate planning and inheritance tax may inspire less enthusiasm than other aspects of wealth management, but their importance to your family’s long-term financial health means they cannot be neglected. Here are some key errors to avoid.

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Don’t just invest. Invest to a plan

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.

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Client Trends August 2020: <br />Tax hike threats take us into an unusually busy summer

Client Trends August 2020:
Tax hike threats take us into an unusually busy summer

Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.

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#WealthGoals: Protecting loved ones and defending your post-death legacy

#WealthGoals: Protecting loved ones and defending your post-death legacy

Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.

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Need to revise your roadmap this summer?

Need to revise your roadmap this summer?

Taking the time to review your financial plan is a real investment in the health of your wealth – and your peace of mind – so seize the opportunity this summer.

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Summer shape-up: Steps to financial security

Summer shape-up: Steps to financial security

By tackling and focusing on the following steps you have the ability to take control of your personal financial wellbeing.

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Probing pension questions to test your strategy

Probing pension questions to test your strategy

Savers should ask themselves this set of pension questions to discover if there are amendments required to their retirement plans, as small actions can have big results.

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