Client trends January 2021:
Proactiveness rules as we turn to a much-altered future
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.
Why philanthropy is
on the mind
of wealthy investors
Wendy Spires explains why Philanthropy is more of a priority for wealthy individuals than ever, and how to give effectively. Philanthropy is on the rise […]
How wealth managers are
offering philanthropy to clients
Many wealthy individuals are committed to philanthropic goals and wealth managers have developed comprehensive services to help maximise the good they can do while optimising their own finances.