89% of HNWIs have delayed 'major life decisions'
- Monday, 13 May 2024
- Articles
![Saltus website](/media/k2/items/cache/4e825889a6dc0c6061bb4d5c03657e76_Generic.jpg)
Nine out of 10 of the UK’s high net worth individuals (HNWIs) have postponed major decisions such as retiring because of the cost-of-living crisis, according to data compiled by the Saltus Wealth Index Report.
Read more...HNW clients failing to use extra pension allowances
- Tuesday, 02 April 2024
- Articles
![Saltus website](/media/k2/items/cache/dfe7c44c2f650977e5d12d041fc60157_Generic.jpg)
A year on since the increase in the pensions’ annual allowance, the majority of HNW individuals (HNWIs) (56%) are failing to utilise the extra £20,000 allowance available to them, data compiled by the Saltus Wealth Index Report has revealed.
Read more...HNW investors maintaining large cash holdings
- Tuesday, 26 March 2024
- Articles
![Capital Group website](/media/k2/items/cache/07a12a8c4d1b6395d6d9cae5ea2c80c0_Generic.jpg)
Nearly four in five (78%) of global HNW investors are holding historically large cash holdings, according to a survey by global fund manager Capital Group.
Read more...Planner Casebook: Helping a HNW client with £10m windfall
- Monday, 02 October 2023
- Articles
![Robin Melley is founder and managing director of Matrix Capital in Shropshire](/media/k2/items/cache/416c7a0780fc3264b715a0fe06c1b867_Generic.jpg)
Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.
Read more...