Matt Phillips, Director of Wealth Planning at Canaccord Genuity Wealth Management, sets out key questions which will help those on the brink of retirement to navigate an inflationary environment.

Simon Prescott, Senior Wealth Planner at Nedbank Private Wealth, weighs up how new approaches may encourage planning for the future, including preparing for any difficulties linked to mental incapacity.

Inflation risks might be somewhat overblown, at least looking past 2022, and investors should not forget that a number of assets may fare well while high levels persist.

Occasionally we like to survey our website visitors to find out their attitudes to wealth management. Share your views for a chance to win John Lewis vouchers!

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

Investment risk comes in many forms, as emphasised by this month’s wealth management experts: keep calm, but don’t be blindsided by neglecting today’s manifold dangers.

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.

Financially weaker partners bear a great weight of responsibility when it comes to investing a divorce pay out, but there is no need for them to feel paralysed with the right advisor in place.