Wealth Management M&A

A senior international tax accountant has observed that staying in the UK may not be favourable for those with significant wealth, especially with current discussions about changes to tax laws. Mark Clubb, chairman of TEAM, emphasises

A growing tech start-up faced the challenge of protecting its operations from potential disruption if its 45-year-old Managing Director, Henry, were to become unable to work. As the founder and driving force behind the business, Henry’s

Investor interest is intensifying around the third quarter of the US corporate results season, with nearly 80% of reports exceeding analyst predictions. This early positive trend has spurred the US market to hit another record high,

The potential abolition of non-dom status has raised significant concerns among financial advisors and high-net-worth individuals residing in the UK. According to Mark Clubb, chairman of TEAM, a senior tax accountant has expressed apprehension, stating that

This week saw US stock indices continue their upward surge, with the Dow Jones Industrial, S&P 500, and Nasdaq each showing gains above 1%. The S&P 500 index, regarded as a key indicator, is experiencing its

Investors are closely following the third-quarter US corporate results, with almost 80% of reports so far exceeding analyst expectations. This strong performance has driven the US market to hit another record high, marking its sixth consecutive

Henley & Partners have released their Private Wealth Migration Report for 2024, revealing that the UK is expected to experience a net loss of 9,500 millionaires this year. This figure is more than double the 4,200

TEAM’s investment strategy focuses on aligning with medium to long-term trends and maintaining diversification through market cycles. Throughout the post-pandemic period, US equities, particularly mega-cap growth and technology stocks, have outperformed, and TEAM’s exposure has followed

Investors faced a tense week, concerned about the intensifying conflicts in the Middle East. Despite the uncertainty, a positive turn came on Friday with a strong jobs report, which reignited investor confidence and led to a

In 2023, the total cost of dying in the UK saw a significant increase, rising by 5% to a staggering £9,658, the highest figure recorded. This surge has been largely attributed to the rising professional fees,

NEBA Private Clients successfully assisted a British expatriate, Mr. S, in navigating his retirement planning when he relocated to Dubai. Before the move, Mr. S had established a well-respected career, participating in effective pension schemes at

Golden visas present a unique opportunity for individuals to obtain residency or citizenship in a foreign country through financial investment. This option allows people to establish their lives abroad, whether for work, retirement, or simply a

TEAM plc, a Jersey-based wealth, asset management, and financial services group, is pleased to announce the continued strong performance of its Managed Portfolio Services (MPS). These services, managed by Chief Investment Officer Craig Farley, have consistently

September began with markets showing a familiar pattern of concern, similar to what occurred in August. Investors were troubled by the struggling US labour market and the high valuations of certain technology stocks. Both the S&P

In the short week following the late summer bank holiday, it felt like a throwback to the 1990s, with the Labour Party’s tax plans and Britpop band Oasis in the headlines. The Government is considering a