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 to 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 October 2021: <br />Our users are determined not to see their wealth eaten away

Client trends October 2021:
Our users are determined not to see their wealth eaten away

Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.

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Investing in the next generation

Investing in the next generation

Estate planning can seem like an intimidating area, but it needn’t be if you follow the signpost questions you need to ask of yourself – and the wider family – set out in this simple guide.

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Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.

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Why decumulation matters

Why decumulation matters

As people approach retirement and become increasingly reliant on their investments, pensions and savings, a whole new raft of risks come into view.

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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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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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