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Wealth planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

Post-COVID-19 tax planning: what can I do to mitigate tax rises?

Following the UK’s most recent Budget, we revisit our Post-COVID-19 Wealth Planning Guide on tax to look at just how the changes announced could affect you, as well as the potential for more changes to come.  

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What to do before 6 April 2021: your essential six-point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2021.

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Women and investing
14 December 2020 in Wealth planning, Investing

Countless surveys show women don’t invest as much as men which is impacting their future. So, what are the reasons and what can we do to encourage more women to invest?


 

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Investing through the pandemic and beyond

While much is still unknown about what the future holds, our articles in the latest edition of News & Views demonstrate how we can help clients through these uncertain times in a balanced way. We cover a whole range of topics from Brexit and the US election, to investing in oncology and battery technology. 

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Tomorrow's world – six key investment trends after COVID-19

In this article, our CIO, Michel Perera explores six key trends he believes are set to underpin our changing world but which provide clear opportunities for investors.  

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Wealth planning for the year ahead

Read some of our wealth planning tips to help you plan for a successful financial 2021 and beyond.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.