Client trends November 2022
People come to our service looking for all kinds of things, but this month real equities expertise and quick-thinking advice on diversification and financial planning have been top of the agenda.
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Client trends August 2022: No signs of a holiday as stock shopping and financial planning enquiries flood in
We see no signs of investors taking the traditional summer break and we’re also seeing users of our service getting very proactive on family wealth planning matters, too.
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Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda
HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.
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The pleasures and perils of owning a holiday home overseas
The joys of owning a second property abroad hardly need explanation, but the potential pitfalls really do; depending on the location and tax regime, you could be in for some serious complexity.
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