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We’re constantly thinking about every aspect of wealth management. You’ll find our expert insights and ideas about the state of the market, new legislation and ways to make the most of your wealth here.

When Everything Changes – Wealth Management After a Company is Sold

For a great many – perhaps the vast majority – of entrepreneurs, the sale of a business represents a genuinely transformational moment.  After years of hard work, the value of the company is realised into hard cash. And if the business has been successful, the sums involved can be life-changing. As such, an exit is…

The Rise of Active Investment in Wealth Management

The world is a nervous place at the moment – not least because of all the economic uncertainties and risks associated with US/China relations, subdued growth in parts of Europe and, of course, the Brexit impasse. Against this backdrop, one key trend in the wealth management sector is the growth of active investment as investors…

The Generation Game – Why Inheritance Tax Planning Is Crucial

During his first few months as Prime Minister, John Major famously expressed a desire to see wealth “cascading” down through the generations. “We do not see each generation starting anew, with the past cut off and the future ignored,” he told his party’s conference. Fast forward to the present day and the assumption made by…

Home Thoughts From Abroad – Making Wealth Management Simpler For Expats

According to research commissioned by the BBC, around 5.5 million Britons – roughly one in ten of the population – are currently living permanently abroad. Many live in Europe, of course, but Britain’s diaspora is spread across the world. The US, for example, has attracted more than 600,000 Brits and Australia is home to 1.3…

Under One Roof – Why It Can Make Sense to Consolidate Investments

Although not universally the case, a decision to start a family very often coincides with the busiest and most productive period of working life.   And of course, that’s not really surprising. For those who are climbing the corporate ladder, real success – in the form of promotion, a partnership, or a seat on the…

Hitting the Target –  The Benefits of Goal-Based Investing

Most of us set goals for ourselves – some short term, others based on priorities and objectives that will deliver the desired outcome five, ten or twenty years down the line. Many of those goals will require little or no financial planning, but others certainly will. Whether, the objective is to start a business, retire…