Wealth news and insights

In this article we explore the rise of thematic investing over national or regional investing.

In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.

Due to the demand for US tax-compliant portfolio management for investors with more than £100,000 to invest, we have introduced our new model US Investor Portfolio service this year. Read more here.

There is a limit to how much you can save into your pension tax-free over your lifetime, known as the lifetime allowance (LTA). It’s been controversial because the government has steadily reduced the limit down from £1.8m in 2012 to its current level of £1,073,100.

In this article we talk about how to maximise your personal pension tax relief, check your unused pension allowance and follow the pension carry forward rules. 

Tech companies shone out as a ray of hope in 2020. But are the tech titans today just too big and too powerful? With the prospect of regulation hitting the tech sector in 2021, what will happen to valuations - should we still be investing in tech?