Client trends September 2020: <br />Important points of investment strategy are preoccupying investors

Client trends September 2020:
Important points of investment strategy are preoccupying investors

Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.

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#WealthGoals: Protecting loved ones and defending your post-death legacy

#WealthGoals: Protecting loved ones and defending your post-death legacy

Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.

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#WealthGoals: Coaching the kids for inheritance

#WealthGoals: Coaching the kids for inheritance

This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.

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To structure, or not to structure? <br />At least ask the question

To structure, or not to structure?
At least ask the question

Wealth structuring is certainly not the preserve of the ultra-wealthy, and there are a number of strategies families should consider to ensure that their wealth has maximum benefit for generations to come.

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Why you can’t let money be the last taboo

Why you can’t let money be the last taboo

A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.

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How to do financial planning before and after the death of a spouse

How to do financial planning before and after the death of a spouse

Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult […]

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Could your will be overturned by the courts?

Could your will be overturned by the courts?

The implications of a recent court ruling might warrant revisiting the details of your will to ensure your wishes will be upheld, explains Rebecca B […]

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