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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.

Planning to fund the cost of Care

October 2, 2025 in Financial Planning
As we move into later life, our financial priorities often shift, and funding the cost of long-term care is a common concern. It is not surprising, given the rapid increase…
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Pensions and IHT

September 25, 2025 in Financial Planning
As announced in the 2024 Budget, from 6th April 2027, the value of most death benefits and unused pension funds held at date of death will form part of an…
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Are Your Financial Affairs Really in Order?

September 18, 2025 in Financial Planning
When measuring the effectiveness of any financial plan, it would be tempting to simply focus on factors such as investment performance, tax efficiency, and ease of administration. Failing to consider…
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Using Trusts for lifetime gifts

September 4, 2025 in Financial Planning
More people than ever are considering the potential impact of Inheritance Tax (IHT) on their wealth and looking for ways to protect assets from tax on death. Amongst a range…
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Behind the scenes at FAS – an update

August 28, 2025 in Financial Planning
In our weekly Wealth Matters newsletter, we try to keep our readers up to date with developments in financial markets, changes in legislation and financial planning opportunities. In a break…
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Planning for the costs of education

August 14, 2025 in Financial Planning
As a new academic year begins, families turn their attention to the rising costs of education. Whether saving for university costs or funding private schooling, early planning can make a…
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Wealth Matters Archive

July 24, 2025 in Financial Planning

Time to review NS&I holdings?

When undertaking a comprehensive review of a client’s financial assets, we often find that clients hold one or more products managed by NS&I, or National Savings & Investments in old…
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July 17, 2025 in Tax Planning

Financial Planning for Expected Tax Increases

The Widening Fiscal Gap The fragile state of the UK’s public finances has dominated headlines in recent weeks. A combination of increased spending on defence, reversals to public service cuts,…
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July 3, 2025 in Investments

The Importance of Market Momentum

Anyone who has held investments through the last five years will have encountered uncomfortable periods when market volatility has increased. The outbreak of Covid-19 at the start of the decade,…
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June 26, 2025 in Investments

Why investors need to be aware of currency risk

Changing travel money for holidays abroad may be the only direct interaction many will have with currency exchange rates on a day-to-day basis; however, exchange rates between currencies have far…
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June 19, 2025 in Financial Planning

Stay away from the edge! Tax traps for the unwary

Amidst the confusing and complex UK tax system, quirks in the tax rules often lay traps for the unwary, which can seriously damage your wealth. Amongst these are so-called "cliff…
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June 5, 2025 in Financial Planning

Alternatives to cash when savings rates fall

Many turn to accumulated savings as a way of generating an income. Those in retirement may use savings interest to supplement state and workplace pension income. Others may use deposit…
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May 29, 2025 in Financial Planning

Why you should review your discretionary fund manager

New clients to FAS often agree to transfer existing investment portfolios they hold with discretionary fund managers, to our management. As a result, the advisers at FAS regularly have the…
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May 15, 2025 in Investments

The evolving outlook for Japan

We previously cast the spotlight on Japanese Equities late in 2023, at a time when the region was seeing a sharp rally in values, which extended through to the start…
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