#WealthGoals: A move to the country
Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.
Client trends April 2020:
Clients are fire-fighting on many financial fronts
Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.
Why do wealth managers step in where high street banks fear to tread?
Increasingly automated decision-making is shutting many High Net Worth Individuals out of traditional borrowing routes, and opening the way for wealth managers to step into the breach with their very much more personal approach.
Time to let that buy-to-let go?
A tax assault is leading landlords to exit the buy-to-let market in their droves, and now experts are warning that selling in the next few months could be the only way to avoid paying tens of thousands of pounds in additional charges.
Client trends September 2019:
Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns
It’s “back to school” season and the pressure of meeting education fees and being the “Bank of Mum and Dad” is front of mind for […]
Think Carefully Before Becoming the “Bank of Mum and Dad”
Helping family onto the property ladder is now the norm, but it is essential to understand the implications of all your options.
Key ways to make your property wealth work harder in retirement
Many individual’s main asset is their home, but what you may not know is that it’s relatively simple to make your property wealth work harder […]
Big plans for your luxury property? Read these 7 tips first
Extending your luxury property or building on unused land could be a great investment, but there are several potentially costly caveats to consider, explains Clare […]
Investing in UK property? Latest top 5 changes impacting you now
If you are investing in UK property or are considering buying, then this is essential reading. The tax rules are changing for overseas owners and these may […]
