IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.
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There are a plethora of reasons why regularly reviewing your wealth management relationship is an excellent habit. Better performance, value for money and service await.
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Recent news has highlighted the importance of getting financial advice from the right sources, particularly when big decisions about pension transfers and property are concerned.
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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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