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.

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.

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.

The UK is expected to see a net outflow of 3,200 high-net-worth individuals in 2023, according to a new report.