Client trends: May 2023
Pension tricks and traps are high on the agenda due to a soon to expire NI top-up extension, as are business succession and investing in Knowledge-Intensive Companies.
Read ArticleRetirement
Is it time to reconsider annuities?
Annuities are rising in popularity once again off the back of very much improved rates; read on to learn how buying one might suit your retirement needs.
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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 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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