89% of HNWIs have delayed 'major life decisions'

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.


HNW clients failing to use extra pension allowances

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.


HNW investors maintaining large cash holdings

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.


Planner Casebook: Helping a HNW client with £10m windfall

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.

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