How to thaw the frozen housing market and properly diversify portfolios, alongside the spectre of hidden fees, are all front of mind for our High Net Worth users this month.
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Our users are sometimes left struggling to choose between two very closely matched wealth managers, but if there are good reasons for splitting your portfolio then you can indeed go with both.
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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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Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.
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