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The scale of fees and the opacity in their disclosure is still disgraceful, according to Charlotte Ransom, founder of Netwealth, a disruptor firm trying to woo clients away from the traditional wealth management sector by offering a comparable level of personal advice but with lower fees."
Pension vs. property gap has widened year-on-year, Netwealth finds"
...there are many different layers that make up the whole, and it is not surprising that investors are not always aware of these different component parts. The result is that the final all-in costs can often reach 2 per cent or more each year..."
Netwealth, a wealth manager, estimates an additional rate taxpayer investing £100,000 in a stocks and shares Isa would save £44,000 in taxes over 10 years, assuming a gross average annual return of 5.9 per cent, net of fees.
Simon Lambert, of This is Money, and Matt Conradi, of Netwealth, discuss what investors can do to make the most of the tax-free investing options that they have now."
'I think [this issue is] going to affect way more companies than just St James’s Place,' said Charlotte Ransom, CEO of discretionary wealth manager Netwealth."
Tom Kimche, Netwealth's head of advice, says: “Downsizing your primary residence presents a tax-efficient way of funding retirement, albeit it is a very personal decision..."
'Fees matter much more than people often realise' says Charlotte Ransom, CEO of wealth manager Netwealth."
