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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.

2024 – reflections on a positive year

December 20, 2024 in Financial Planning
After a bumpy ride through the post-Covid World, investors may well look back at 2024 with a sense of relief. This year has seen the return of positive market conditions,…
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Prospects for UK equities post Budget

December 5, 2024 in Investments
Most investors instinctively feel comfortable investing in their domestic stock market. The FTSE100 index of leading UK shares is made up of familiar names, and within the largest quoted companies,…
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Pension Death Benefit changes

November 28, 2024 in Pensions
Amongst the more impactful announcements within the Autumn Budget were the proposed changes to the treatment of death benefits paid from a registered pension scheme. From 6th April 2027, most…
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Outlook for US markets post election

November 21, 2024 in Investments
Positive early reaction In the immediate aftermath of the election, US equities saw strong trading, with the S&P500 index pushing through the 6,000 level for the first time. A factor…
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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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Wealth Matters Archive

October 17, 2024 in Investments

Making best use of compound returns

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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October 3, 2024 in Financial Planning

Our Approach to Client Reviews

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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September 19, 2024 in Financial Planning

Why the US election matters

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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September 12, 2024 in Financial Planning

Pressure on the “Bank of Family” grows

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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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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