Investing in UK property? Latest top 5 changes impacting you now
If you are investing in UK property or are considering buying, then this is essential reading. The tax rules are changing for overseas owners and these may affect you significantly. London law firm Bircham Dyson Bell summarises the major changes for you below. The UK Government has published its much anticipated consultation document setting out more details about its plans to […]
5 tips from 5 wealth managers on inheriting the family home
Here, wealth management and financial planning experts from the findaWEALTHMANAGER.com panel explain key considerations as those inheriting the family home decide their next steps. The property boom means that more and more people are inheriting a family home worth several hundreds of thousands of pounds at around the time they are retiring and their children […]
Why do wealthy investors choose Asia Private Bank?
High net worth individuals (HNWs) are increasingly global. Business interests abroad, to investments, future planning, family, tax planning, and international property investment, are all commonalities amongst HNWs. Home country tax and legal complexity unsuited to the individual’s situation is another common denominator. As a result, a HNW’s financial horizon clearly extends well beyond ‘home’ country borders. […]
The bottom line on wealth management fees (and the value they represent)
Traditional wealth management fees have come in for criticism recently, but investors need to appreciate both sides of the debate, argues Lee Goggin, Co-Founder of findaWEALTHMANAGER.com. Wealth management fees have been high on the media agenda. The rise of robo-advisers and DIY investment platforms have made cost-effective, entry-level investing a reality; there has also been […]
Investment Bulletin:
November 2015
This month: Commodities come to the fore Interest rate expectations shake things up. Equity investors advised to hold their nerve. Japan and Europe present profit opportunties. Red flags emerge for real assets. Featuring this month’s experts: findaWEALTHMANAGER.com is a gateway to the UK’s leading wealth managers and we regularly tap their expertise for the benefit of […]
Wealth experts debate
direct equities versus funds
Choosing whether to invest in funds or in direct equities is a key question with a number of nuances that need to be understood, investment experts explain. Investing in mutual funds has significant appeal as a way in for the beginner investor, and collectives may also form the bulk of many DIY-ers’ portfolios due to […]
The risks and restrictions of investing solely in funds
Fund investors cannot become complacent and should recognise the restrictions and hidden risks associated with collectives, explains Lee Goggin, Co-Founder of findaWEALTHMANAGER.com It’s only human nature to want to reduce complex things to simplistic formulas and to try to fend off uncertainty with (reductionist) received wisdom. But often doing the “right” thing can lead to […]
Can robo-advisors
really do enough
for the health
of your wealth?
The rise of robo-advisors has helped many start investing, but those relying solely on automated systems need to remember the parallels presented by the medical world, explains Lee Goggin, Co-Founder of findaWEALTHMANAGER.com. The internet has democratised access to information and services hugely, empowering people in every area of their lives – including investing, by virtue […]
Why some family
offices prefer direct
private equity
Direct private equity investments are increasingly preferred by family offices. Here, Nick Warr (head of Private Wealth) and James Goold (head of Private Equity) at international law firm Taylor Wessing explain why. The nature of family office investment in the private equity industry is undergoing a noticeable shift. Whilst family offices have traditionally been passive […]