Investment Bulletin:
June 2021
The spotlight is on UK equities, healthcare and commercial property this month as the experts urge investors to refresh their views on these investments’ risks and rewards.
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Investment Bulletin:
Client trends June 2021:
Users get proactive about protecting pension pots and family wealth from the taxman
You don’t have to simply accept punishing tax charges on your pension and estate as a High Net Worth Individual, so consider joining our users in proactively planning to protect your wealth.
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Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities
The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.
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Client trends February 2021:
A sense of urgency builds among users on a number of wealth management fronts
A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.
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