Waste no time in defending your wealth
The finances of wealthy individuals are threatened on a number of fronts as a perfect storm of inflation, market uncertainty and effective tax rises close in.
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Client trends October 2021:
Our users are determined not to see their wealth eaten away
Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.
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Client trends September 2021: Concerns about private school fees and pension plans are at the fore
Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.
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Why decumulation matters
As people approach retirement and become increasingly reliant on their investments, pensions and savings, a whole new raft of risks come into view.
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