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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This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.
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Retirement fears affect even the affluent, but it is never to early – or too late – to take proactive action on your pension planning.
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All higher-earners should be reviewing their pension arrangements to take advantage of some very generous, but short-lived tax reliefs, explains Simon Brookes, Director of Financial Planning at James Hambro & Partners. Apparently, you should never look a gift horse in the mouth because it’s a present. Taking time to check its teeth is therefore rude. […]
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findaWEALTHMANAGER.com summarises some of the changes affluent investors should be aware of in the the Budget Announcements 2015. The Budget announced by George Osborne on 17 March has been broadly hailed as a great success, with the Chancellor’s optimistic message on the economy and boosts to several groups of taxpayers – particularly lower earners – […]
Read Article Many people think they don’t qualify for wealth management services, when in fact, they fall well within the range where professional help with their finances is warranted. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research that most people today would […]
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Trusts are a hugely valuable weapon in the wealth management arsenal, allowing settlors to protect assets from tax and other threats, while exerting significant control over how they are distributed to beneficiaries.
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Learn how Enterprise Investment Schemes (EISs) and Venture Capital Trusts (VCTs) can offer a raft of tax advantages and attractive returns when executed well.
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In the spirit of ‘back to school’, learn how to reduce the Inheritance Tax exposure facing your family with these well-accepted wealth management techniques and strategies.
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