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Carry Forward, Pension, Pension Planning, Retirement, Tax, Tax Planning, Wealth Management

10 pension planning secrets unveiled by 6 wealth experts

As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications of the pensions revolution the affluent cannot ignore. We already know that April will see some significant changes to pensions rules that will affect many higher-earners. Speculation is mounting that […]

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CEO Desk, CEO's Desk, Investment Performance, Investment Portfolio, Wealth Management, Wealth Mana

Pitfalls and opportunities for your investment performance in 2016

From the CEO’s Desk is a monthly series written by findaWEALTHMANAGER.com, sharing with you his thoughts on relevant issues, challenges, events, questions, and experiences impacting investors today. Ouch. Not even a day into the New Year and we were already getting pummelled. In the first 13 days of the New Year, we saw major markets in the west […]

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Digital Trends, findawealthmanager.com, Wealth Management

A smart solution to wealth management: Inside findaWEALTHMANAGER.com

The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to innovation. Ye Olde wealth manager Wealth Management today is still as traditional as it was since the beginning. Worst it has largely become seemingly homogeneous. Ask anyone to tell […]

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Top 5 new
year’s resolutions for
your wealth in 2016

Top New Year’s resolutions for your wealth to start 2016 off strong! The new year always brings around for each of us a sense of renewal and reflection – successes and failures, “would haves” and “should haves”, second chances and new beginnings. For many of us, this becomes an all too familiar annual practice – after we set our goals […]

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