A significant uptick in female users signals a sea-change in women’s attitudes to managing their wealth and we’re seeing providers stepping up in myriad ways to help them.
Brexit poses difficult questions for institutions operating in Europe – and the UK expats they serve – but this is no time for investors to take a “head in the sand” stance.
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.
Joining this year’s rush of “goldbugs” might seem tempting if growth predictions are to be believed, but investors must look at their portfolio in the round first.
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.
Women’s wealth management needs are an increasing focus for institutions and we highlight what our panel providers are doing to improve their prospects wherever we can.
Behavioural biases are unconscious, but can have a very real effect on your ability to achieve your investment objectives. Knowledge is power, so read on to find out which you are labouring under.
Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
Not all wealth managers are alike, and there are plenty offering robust investment performance, competitive fees and great service. It pays to review your relationship, particularly if your provider has been in the headlines.