What Is an Advisory Mandate? A UK Adviser's Guide
What an advisory mandate is, what the document must contain, how consent is evidenced under Consumer Duty, and where advisory still earns its place.
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HNW clients
22 articles tagged with "HNW clients"
Pensions and IHT from April 2027: The Planning Window Is Now Eight Months Wide
Unused pension funds enter the IHT net for deaths on or after 6 April 2027. What the Finance Act 2026 actually changed, what is excluded, and what to do now.
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.
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.