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Attitude to risk may depend on the age of the client or the business. Younger people lean more towards risk, as Michael Pagliari explains in this TV show.
I think that goes back to sort of life cycle questions. As clients are younger and are looking to build assets they may well have a higher disposition towards risk and that might lead them towards more growth-type portfolios. As clients advance through that life cycle and perhaps sell a business or begin to retire then it’s really a question about draw-downs and inheritance tax planning and so on, and portfolios tend to de-risk to some extent. So as you grow through that life cycle portfolios do tend to sort of de-risk over time.
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Informed financial planning can help people maximise residence tax reliefs, as Chris Springett discusses in this TV show.
As you would expect most of our clients own and have one if not numerous properties. As such we get involved very regularly in dealing with property issues that can arise for them, tax on property, given the property market, is obviously a key figure for a lot of clients, and property prices rise and so the tax charge on them also arises. So it’s again making sure that reliefs are available and claimed as appropriate. I’ve also co-written a book on the main relief that’s available on capital gains tax, this main residence relief. So again I get involved quite a lot, even if the client isn’t directly mine, in assisting other members of the team and making sure the claims are maximised.
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