DFM for High-Net-Worth Clients: What Changes Above GBP 1m
DFM for high-net-worth clients: how UK advisers should set the mandate, control fees and CGT, and test custody and reporting above GBP 1m.
Tag
HNW clients
20 articles tagged with "HNW clients"
Sudden Wealth Management: Advising Clients Through a Windfall
How wealth advisers should guide a client through a sudden windfall, from inheritance to a business sale. A practical framework for sudden wealth management.
Vetting a Wealth Manager's Stewardship and Governance Credentials
How advisers and HNW clients can vet a wealth manager's stewardship and governance credentials: the questions and evidence that separate substance from spin.
DFM Minimum Investment Levels: A UK Adviser's Guide for 2026
DFM minimum investment levels for UK advisers in 2026: MPS, bespoke, and segregated mandate thresholds, why they exist, and how to use them in segmentation.
Tapered Annual Allowance: Pension Planning for HNW Clients in 2026/27
The tapered annual allowance can cut HNW pension funding to GBP 10,000. Here is how UK wealth advisers should plan in 2026/27 to avoid surprise tax charges.
Bespoke Portfolio Management for HNW Clients: When It Earns Its Fee
When bespoke portfolio management beats MPS for UK HNW clients. Suitability triggers, real fee maths, due diligence questions and Consumer Duty notes.
General Investment Accounts for HNW Clients: A UK Adviser's Guide for 2026/27
How UK wealth advisers should use General Investment Accounts for HNW clients in 2026/27: CGT, dividend, and savings allowances, plus DFM and asset location.
AIM Portfolios and the New GBP 1m IHT Cap: What UK Wealth Advisers Need to Know in 2026/27
From 6 April 2026, AIM shares qualifying for BPR drop to 50 percent relief and a GBP 1m IHT cap applies. What UK wealth advisers need to know in 2026/27.
Tax Implications of DFM Portfolios: What UK Advisers Should Tell HNW Clients
How DFM portfolios are taxed in the UK: CGT on rebalancing, income character, wrappers, VAT on fees, and the 2026/27 figures advisers should know.