The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.
Securing better-value fees is one of the most powerful moves you can take to make sure your wealth grows as strongly as it can, but there is still too little appreciation that net returns are the figures to pay attention to.
A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.
Most people are drawn to professional wealth management by the promise of superior investment returns. But without peer group comparisons it can be difficult to get a true picture on performance.
Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.