Efficient retirement savings routes continue to be front of mind, along with ways to inflation-proof portfolios and reduce Inheritance Tax liabilities.
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.
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.
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.
Equity selection – and investment style – are popular topics of conversation with our clients currently as media pundits advocate value strategies over growth.
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.
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.
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.