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Money management

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This is not just lending. This is bespoke lending.

For high-net-worth clients with more complex borrowing needs, Chiraag Patel explains how private banks can offer a more tailored lending solution.

Never mind the gaps: plan for financial independence

With a theme of #EmbraceEquity for International Women’s Day 2023, Anna Slater discusses what it means and the significant role it can play in understanding and meeting women’s financial needs.

Seize the moment with Lombard loans

Sometimes an investment opportunity arises that’s simply too good to miss. By borrowing against your liquid financial assets, Lombard loans offer the flexibility to diversify your portfolio when needed, without having to sell any of your existing assets or investments or disrupt your long-term plans.

Our top 10 insights from 2022

No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.

Once more unto the breach

A review of FX and markets in 2022 and what we can look forward to in 2023.

5 steps to plan for 2023: A new year, a new start

The events of the past 12 months seem only to have further highlighted the need to plan ahead. We suggest five ways to get your finances in order – while keeping the unexpected in mind.

Christmas stockings, cranberry sauce and (self-assessment) tax returns

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Anna Slater highlights some pointers to help you with UK self-assessment submissions.

Will rising interest rates slow growth in the UK property market?

As the Bank of England continues to raise interest rates in its battle with persistent inflation, what will this mean for the UK’s residential property market?

The lay of the land: property taxes across the UK

Temporary property tax holidays for the lowest property tax brackets came to an end in 2021. We take a look at what property taxes buyers now need to pay across the UK, whether resident or not.

Three key family financial planning decisions

We see three key decisions forming the foundation for family financial planning. What are they? Join us for a 30 minute recorded webinar to find out.

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