A multi-faceted tax raid is set to rock even the modestly wealthy in the UK, meaning it is incumbent on us all to take a long hard look at our financial strategies as the year draws to a close.

Value hunting in UK – and global – equities alongside a return to robust bond yields are the hottest topics for this month’s wealth management commentators.

People come to our service looking for all kinds of things, but this month real equities expertise and quick-thinking advice on diversification and financial planning have been top of the agenda.

Psychotherapist Amanda Falkson explains the potential pitfalls associated with a sudden windfall – whether that be through a lottery win, an inheritance or a business sale – and why undergoing wealth counselling might be a wise course for those who find themselves in this position.

All eyes are on the US and UK this month as political and economic factors loom particularly large in investment decisions – and the weighing up of risk.

There are many facets to managing wealth effectively, but investors can get a strong toehold on the best strategy to pursue if they think in terms of risk “buckets” to allocate their funds to.

HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.

Longevity risks, cryptocurrency taxation and the potential for behavioural biases to hurt wealth are featuring strongly in our current conversations with clients.

Wealth planning issues of various kinds have been a real feature of our conversations with High Net Worth Individuals in recent weeks.

Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.

Shocking turns in global events have rightly caused an outpouring of sympathy, but people are naturally also worried about how their own lives and finances will be affected as the world is rocked by news of war.