Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Client trends August 2021: Retirement relief, inflation-proofing and IHT are topping the agenda

Efficient retirement savings routes continue to be front of mind, along with ways to inflation-proof portfolios and reduce Inheritance Tax liabilities.

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Client trends July 2021: <br />Investment costs and strategies are put under the microscope, amid a rush to review pension savings

Client trends July 2021:
Investment costs and strategies are put under the microscope, amid a rush to review pension savings

Saving on tax and investment costs are frequently not given the attention they warrant, but both are hugely important parts of any affluent individual’s wealth management strategy.

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Client trends June 2021: <br />Users get proactive about protecting pension pots and family wealth from the taxman

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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Pension allocation used up? <br />More tax efficient options for retirement saving…

Pension allocation used up?
More tax efficient options for retirement saving…

High earners can feel hemmed in by continued tax raids pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.

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Client trends May 2021:<br /> The focus is on equity investment selection, with family wealth matters front of mind too

Client trends May 2021:
The focus is on equity investment selection, with family wealth matters front of mind too

Equity selection – and investment style – are popular topics of conversation with our clients currently as media pundits advocate value strategies over growth.

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Is marriage the biggest financial risk you’ll take?

Is marriage the biggest financial risk you’ll take?

The gender wealth gap is well known, but still very often not well addressed, particularly when it comes to tackling financial security in the context of marriage.

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Investment Bulletin: <br>April 2021

Investment Bulletin:
April 2021

Strong investment stories abound currently, yet there is often more nuance to the narrative than it is possible for investors to understand without the backing of institutional-grade research.

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The power of starting early with proper wealth management

The power of starting early with proper wealth management

The pandemic has helped lots of younger investors get started, but they should look beyond DIY options to see the really transformative changes early – and proper – wealth management can make.

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Client trends April 2021 –<br /> Investors look to top up portfolios and particularly ISAs, with the domestic market front of mind

Client trends April 2021 –
Investors look to top up portfolios and particularly ISAs, with the domestic market front of mind

Many people have significant extra cash to deploy currently and many are wisely looking to put it to work in the markets, with London-listed names front of mind.

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