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Looking for fresh, up-to-date information and insights on important financial matters which affect you? Browse our Wealth Matters content library below. If you require any advice or information on a particular subject that we have not addressed, please contact a member of our team to discuss your query.

How to plan around Budget CGT rate hikes

November 7, 2024 in Tax Planning
One of the key measures announced in last week’s Budget was a hike in the rate of Capital Gains Tax (CGT) paid on disposal of investments. The move had been…
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Getting your affairs in order

October 24, 2024 in Financial Planning
Getting your affairs in order is a crucial aspect of financial planning that extends beyond managing investments and ensuring tax efficiency. Many are totally unprepared for unforeseen scenarios such as…
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Making best use of compound returns

October 17, 2024 in Investments
The success of any investment strategy is determined by the performance of the investments selected, and the length of time that the investments are held. Maths also plays an important…
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Our Approach to Client Reviews

October 3, 2024 in Financial Planning
Valuation and data collation The review process begins with gathering information from various sources to create the client valuation report, which serves as the foundation for our meetings. Our systems…
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Why the US election matters

September 19, 2024 in Financial Planning
US sets the tone The US election result will have fundamental implications for the outlook for global investments. US stock markets are by far the most influential global indices, with…
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Pressure on the “Bank of Family” grows

September 12, 2024 in Financial Planning
With house prices staying close to all-time highs, finding a deposit for a house purchase remains a challenge for many buyers. As a result, an increasing number of prospective home…
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Wealth Matters Archive

September 4, 2024 in Financial Planning

The importance of regular reviews

Taking control of your financial future can bring numerous benefits, and the key to any successful strategy is to take the time to plan ahead. Whilst the original planning stage…
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August 29, 2024 in Financial Planning

The danger of holding too much cash

Cash plays a vital role in every financial plan, as it helps us cover day-to-day expenditure, and meet short-term liabilities. Without cash, we would be unable to pay bills and…
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August 22, 2024 in Investments

Should VCTs be part of your portfolio?

It probably hasn’t escaped your notice that a range of taxes have increased over recent years, in part due to the economic effects of the pandemic. In March of this…
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August 15, 2024 in Investments

Where next for global markets?

Any long term investment strategy will enter stormy waters from time to time, with the Covid-19 pandemic, Russian invasion of Ukraine and inflationary spiral amongst the factors that have made…
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August 1, 2024 in Investments

Signs of recovery in commercial property

Commercial property has traditionally played an important role in portfolio diversification. Direct Property funds that invest in UK physical property assets, such as warehouses, office and industrial space, has traditionally…
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July 18, 2024 in Business Planning

Helping business owners reach their financial goals

Whether making strategic decisions, managing staff or building relationships with customers, running a business takes time, focus and energy. In our experience, business owners often don’t have the time to…
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July 11, 2024 in Financial Planning

Funding long term care costs

As we move into later life, our financial priorities often shift, and funding the potential cost of long term care is a common concern that is shared by many clients.…
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July 4, 2024 in Financial Planning

Don’t leave it too late to create a financial plan

Irrespective of our age, financial obligations shape the decisions we reach on a day-to-day basis. For those with young families, the cost pressures of mortgage or rent payments, childcare costs…
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