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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.

More than a People Business – The Values That Should Underpin Wealth Management

The expression “this is a people business” has become something of a mantra within the financial services industry. You’ll hear it skip from the lips of relationship managers working for high street banks. Spend any time talking to Venture Capitalists and they’ll probably tell you that any decision to invest in a company is driven…

Preparing for Retirement – One Size Does Not Fit All

The dictionary definition of “retirement” is simple enough. To retire is to leave the world of work behind and instead devote time to family, friends and also pursue personal passions, hopefully, supported by appropriate pension arrangements.    But perhaps that’s too simple. Certainly, many people do see retirement as an event that represents a complete…

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…