Client trends July 2019: Wealth worries worsen as summer heats up
From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.
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Why medics should urgently seek a wealth health check
Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.
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Why you can’t let money be the last taboo
A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.
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Client trends June 2019: Investors get proactive about IHT and value for money
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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