Retirement

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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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

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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elderly couple holding hands, difficulties in retirement

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

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

Why decumulation matters

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

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

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

Why decumulation matters

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

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