Client trends: June 2024
Metals investing, tax mitigation and how to navigate pension freedoms effectively are top of the agenda this month, demonstrating once again the breadth of concerns we help our users address.
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Tax mitigation: why you owe it to yourself
Paying taxes may be a certainty, but the amount you end up having to pay is not. It’s time to just stop accepting ever-rising tax bills if you haven’t taken action already.
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Client trends: May 2024
This month, our users are expressing interest in diversifying away from US tech stocks, and perhaps making highly contrarian investment calls. As ever these days, the financial ramifications of politics are also front of their minds – this time as regards pensions.
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Does size matter in wealth management?
Choosing whether to be a ‘big fish in a small pond or a small fish in a big pond’ is one of the more philosophical questions when weighing up wealth managers.
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