Wealth planning

  • Published On: September 25, 2025|2.3 min read|

    Longevity and Wealth – Planning to Fund 100 Years of Life

    Thanks to advances in medicine, better living standards, and lifestyle awareness, many of today’s expats could easily live well into their 90s—or even past 100. While that’s good news for health and family, it presents a major financial challenge: How do you ensure your wealth lasts as long as you do?

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  • Published On: July 9, 2025|3.8 min read|

    Is a UK Wealth Tax on the Horizon?

    Talk of a UK wealth tax is back in the headlines — and recent developments suggest this is no longer just political noise. In the last few weeks, senior political figures and commentators have floated serious proposals to introduce a new tax on net wealth in the UK, aimed at narrowing the widening fiscal gap. While no formal legislation is in place yet, the direction of travel is clear — and for high-net-worth individuals (HNWIs), the window for proactive planning may be narrowing.

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  • Published On: April 19, 2023|2.4 min read|

    Common problems bankers face when looking after their own wealth

    Bankers tend to be experts in managing other people's money, but when it comes to their own finances, they can encounter unique challenges that require careful attention. Despite their financial expertise, bankers are not immune to common wealth management problems. In this blog, we'll explore some of the most common issues bankers face when looking after their own wealth.

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