Why it pays to scrutinise wealth management fees

Why it pays to scrutinise wealth management fees

Wealth manager fees can feel complex to understand, let alone compare, but there is an easy process to put you the client back in control.

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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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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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Investing for yield

Investing for yield

Income investors have faced a particularly challenging environment in recent times, but there are attractive alternatives for them to explore.

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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 March 2021: <br />Chill winds from Budget freezes add to investors’ insecurities

Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities

The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.

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Client trends February 2021: <br />A sense of urgency builds among users on a number of wealth management fronts

Client trends February 2021:
A sense of urgency builds among users on a number of wealth management fronts

A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.

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2020 Vision: what the year taught us about managing wealth

2020 Vision: what the year taught us about managing wealth

2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.

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