CGT planning opportunities for private clients: Now or never?
An overhaul of the Capital Gains Tax regime looks likely to be coming soon, meaning that those with significant exposure need to act fast to manage their liabilities down.
Jargon buster:
Key wealth management terms
explained
As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.
Non-vanilla to the rescue: Diversification and the role that alternatives can play in portfolios
Alternative investments can play a vital role in delivering true portfolio diversification and therefore managing risk. Those focusing solely on equities and bonds are likely to have serious investment blind spots.
Guide to private company investing
Private company investing holds out powerful diversification benefits and can really boost investment returns. It is also more accessible than might be assumed.
Why some family
offices prefer direct
private equity
Direct private equity investments are increasingly preferred by family offices. Here, Nick Warr (head of Private Wealth) and James Goold (head of Private Equity) at […]
Guide to private equity
While not everyone will be familiar with its workings, the UK private equity industry is undoubtedly big business. Every year private equity firms (and to […]
