Retirement planning is back in the spotlight, with those approaching the lifetime contribution limit and women expressing concerns in particular. Elsewhere, savers are losing their patience with rock-bottom interest rates.
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How to save and invest effectively for the next generation often comes up in our users’ top concerns. There are a number of strategies to pursue, many of which – like child pensions – you may not have considered.
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A mid-life financial MOT allows those in their 40s and 50s to spot issues in their wealth planning in good enough time to have a significant positive effect on your income and lifestyle in future decades.
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Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.
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ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.
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You only have until midnight on 5 April to use your ISA allowance, but there is still plenty of time to ensure your savings are working as hard as they possibly can. Here are our 10 top tips for maximising your ISA
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Market volatility understandably has investors spooked, but select investment opportunities are also coming into view. A range of other financial concerns – and goals – are also driving wealthy individuals to seek advice in their droves.
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Affluent individuals come to findaWEALTHMANAGER.com in search of their best-matched providers for a variety of reasons, and they are as likely to be experienced clients as newcomers to professional advice. See if any of the drivers we hear most about resonate with you.
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The prospect of an ultra-left wing Labour government has wealthy individuals far more worried than the implications of Brexit – and so it should, if a raft of sweeping proposals is likely to come to pass.
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