Client trends: February 2023
Gold represents a glittering prospect for many of our users currently, but more prosaic matters of tax planning and portfolio strategy are also high on their agendas this month.
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Pension allocation used up?
More tax efficient options for retirement saving…
High earners can feel hemmed in by continued tax raids to pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.
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Are you confident you have met all your financial planning needs?
Investment management and financial planning need to be studiously aligned to make the absolute most of your wealth, but all too often people can neglect the tax, structuring, retirement and inheritance sides of things.
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Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda
HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.
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