In the press

Private school VAT levy would impact three quarter of wealthy families

Fears of retirement funds falling short spark surge in high-risk investments

VAT on private school fees would drive away quarter of pupils, survey suggests

Private schools could lose a third of pupils if Labour adds VAT to fees

‘Pushing me to my limits and beyond’: The IFAs running the London Marathon

Should I pay off my student loan before I buy my first home?

Salary sacrifice: how British workers can take home more by getting paid less

Investment News: British ISA Falls Flat As Providers Question Need For New Account

Budget 2024: Advisers must revisit strategies after child benefit changes

What advisers can expect from the Budget

‘Can we spend £7,000 a year on holidays and still save for retirement?’

Millennials and Gen X LESS likely to have a grasp on pensions than Gen Z

HNWs reducing pension contributions to support family

HNWs bullish on future of UK economy, report finds

Great news, you’re a godparent – but what are you actually on the hook for?

Saltus’ new COO to focus on financial planning programme

Saltus appoints COO to drive adviser partnership numbers

Premium Bonds for Christmas? The ultimate money gift guide

Meet the women saving for million-pound pensions

Private school fees are rising — meet the parents scrimping to pay

Top earners put retirement on hold after generous pension rule changes

HNWs considering working for longer following LTA removal

Private school fees could cost £826,000 per child under Labour

I’m 70 and have just received a £200k inheritance: Should I save or invest it?

Experts say tide is turning on UK shares – now the world’s cheapest

What next for UK house prices?

Investment News: MPs Call For Crypto Trading To Be Regarded As Gambling

Now the lifetime allowance is gone, are pensions, ISAs or property the best place for your retirement nest egg?

Six end of tax year tips for high earners: Are you making the most of your money? Here’s what the experts recommend

Pensions overhaul: What the changes mean for you

Jeremy Hunt is preparing to boost tax-free allowance for pensions ‘by more than £500,000’ to stop professionals from retiring early

Pension explainer: the lifetime allowance and why it’s not just for wealthy savers

Marriage, babies, new job: how to manage life’s big milestones

How to choose the right ISA for your lifestyle

We want to help our daughter pay her mortgage when bills shoot up by £400 a month: Will it hurt our pension or cause an inheritance tax problem?

State pension triple lock at risk: ‘Deeply unfair that young workers expected to fund old’

State pension triple lock fears as increase may be ‘last gasp’ – ‘significant cost’ looms

ESG has always been a priority for high-net-worth millennials, but it is becoming more important for older investors too

Wealth planning for entrepreneurs: Why thinking about the end goal as you start up your business could pay off in the long run

Where should Britons stash their cash with 40-year high inflation and a looming recession?

Desire to invest in sustainable tech slumps

Older homeowners have earned £10,000 from their houses this year

Wealthy investors ‘are backing the metaverse’

What inflation means for your investments

How to choose a pension if you’re freelance or self-employed

Saltus secures ‘significant’ PE backing

Money Makeover: ‘I have a £1.4m pension – how do I retire early and not pay any tax?’

Investment Outlook: What’s In Store For Rest Of 2022?

Rich Brits see inflation as biggest threat to their fortunes with most sleepless nights for older millionaires

Encouraging young women into financial planning

Scamming spike: Three in four self-employed wealthy people have fallen victim to financial fraud

What would rich people do if they won the lottery? Travel more, buy property and quit jobs are top priorities, new study claims

Saltus appoints MD of financial planning in advice push

Capital’s wealthy expect London to remain Europe’s top financial centre

Confidence in London’s financial pulling power remains high among wealthy Brits

How to help close the gender pension gap

UK wealth manager buys financial planning firm

Pension warning as over 9.7 billion pots are unclaimed in the UK – how to rescue yours

Should advising clients in vulnerable circumstances be a family affair?

News Briefs: The SEC and family offices; Appointments at Swiss family office and UK wealth group

People Moves: KBI Global Investors, Zedra, Harneys, Brewin Dolphin, Dimensional, Saltus AM

Saltus hires ex-Waverton chief executive as chairman

Saltus hires former Kames boss to chair investment division

The SEC and family offices; Appointments at Swiss family office and UK wealth group

Quickfire Questions: Jon Macintosh, founder and managing partner, Saltus