Tag: Wealth

Avoid the Mad March Rush

Although the current tax year does not end until 5 April 2019, tax planning shouldn’t be a mad March rush. Now is the perfect time get a head start on your tax planning resolutions to enhance your own, your family’s or your company’s tax-efficient plans for the future...

/ 4th January 2019

Pension Freedoms

Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions common to us all. We all know that our ageing population and increased life expectancy are putting a strain on government finances...

/ 15th December 2018

Wealth Navigator

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference...

/ 4th December 2018

Funding your Golden Years

Pensions have the reputation of being confusing, but they needn’t be. Private pensions are usually used by people who don’t have access to a workplace pension scheme, but you can also have one if you are employed or not working. They work in much the same way as workplace pension schemes, but...

/ 23rd November 2018

Financial Resilience

Over three million working couples are classed as ‘double income, no option’ (dinos), which means they are potentially financially vulnerable if one of the two loses their earnings...

/ 30th April 2018

Making Solid Financial Resolutions

The new year is the perfect time to overhaul your life for the better, and one excellent place to start is by making solid financial resolutions that can help get you closer to your money goals, whether it’s increasing your retirement savings or setting enough money aside for a down payment on a house...

/ 6th February 2018

Savings Black Hole?

Millions of Britons could see their savings shrink, as they don’t know how to shield them from the threat of rising inflation. Currently, UK savers are hoarding over £60 billion in cash for long-term savings and investments, which stands to be eroded by £1.5 billion this year, as a result of higher inflation...

/ 9th January 2018

Market Sentiment: Reaching your long-term investment goals

It is impossible for investors to predict the future. Short-term losses can be unsettling, but holding steady through the ups and downs is the best way to reach your long-term investment goals. A key to successful investing is to remain focused on your long-term objectives and not let short-term trends distract you...

/ 28th November 2017

Guide to Protection: Protecting, preserving and ultimately, distributing your wealth.

No matter what the current economic environment, adhering to a few sound and well-practiced strategies will help you to prepare for the future. While your individual situation will always have its unique qualities, our guide provides suggestions to consider as you review your family’s long-term protection plans...

/ 21st November 2017

Inheritance Tax Planning: the Basics

There are many things to consider when looking to protect your family and your home. Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to make the lives of your loved ones much easier.

/ 18th September 2017

Passing on Wealth Without Further Tax Charges

On 6th April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less inheritance tax to be paid in situations when a family home is left to children, grandchildren or certain other ‘qualifying beneficiaries’ – including stepchildren and foster children...

/ 31st July 2017

Origins of Wealth

You may have accumulated wealth after many years in a successful career, from the sale of a business or through receiving a substantial inheritance. Whatever the origins of your wealth, it now provides for even greater growth opportunities...

/ 9th May 2017

A Guide to Independent Savings Accounts (ISAs)

When it comes to creating and maintaining the right investment strategy, we can provide the professional advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals whether you are looking to invest for income or growth, or both...

/ 26th April 2017

Safeguarding Wealth for Future Generations

Although often in the news, Inheritance Tax (IHT) is still not widely understood. That’s worrying, because it affects thousands of families every year. If you thought IHT was just for extremely wealthy people to worry about, think again. The amount of IHT collected has doubled over the last five years...

/ 18th April 2017

Investment Matters

Anything is possible when manage your money the right way. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. Investments can offer both risk and return, and, generally, the bigger the risk, the greater the potential return.

/ 10th January 2017

Navigating Your Investment Options

Few of us really have the time or inclination to understand the vast number of different investment products available on the market and consider what the best options are to suit our particular objectives.

/ 15th December 2016

Investment in Post-Brexit Britain

The result of the European Union (EU) referendum came as a shock to financial markets, and there is likely to be fallout from this historic event for some time. Many investors are now facing new challenges at every turn. So what can you do to manage your investments in current markets?

/ 25th October 2016