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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.

Alternatives to investment property

March 20, 2025 in Financial Planning
Buy to Let has remained a popular investment option for many years, as landlords have enjoyed the benefits of a buoyant rental market, and rising property values. Investor appetite may,…
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Focus on fundamentals

March 13, 2025 in Investments
Amidst an avalanche of news flow over recent weeks, investors are trying to understand the implications of events in the White House in respect of the Russian-Ukraine conflict, and imposition…
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Tax year end planning

March 6, 2025 in Tax Planning
As we are hurtling towards the end of another tax year, it is important to take the opportunity of reviewing your finances and take appropriate action to make the most…
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Maintaining control of children’s investments

February 27, 2025 in Financial Planning
We are regularly asked to provide advice to parents and grandparents who wish to invest for their child or grandchild’s future, potentially to help with higher education costs, or towards…
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What a restricted adviser may not know

February 20, 2025 in Financial Planning
When choosing a financial adviser, one of the primary decisions is whether to use an independent or restricted firm. Whilst the Financial Conduct Authority require firms to set out their…
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Why Bond Yields matter

January 23, 2025 in Investments
You may well have noticed the intense media coverage of the rise in UK Government bond yields since the start of the year, which have led to Chancellor of the…
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Wealth Matters Archive

January 16, 2025 in Investments

Avoid becoming the victim of an investment scam

We have previously reported on the alarming rise in financial fraud, which accounts for 4 in every 10 offences carried out against individuals in the UK. Sadly, more people are…
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January 9, 2025 in Financial Planning

Five themes for 2025

Many investors will look back at 2024 and be satisfied with returns from investment markets. Whilst pockets of positivity remain, 2025 may well be a year when investors are likely…
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December 20, 2024 in Financial Planning

2024 – reflections on a positive year

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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December 5, 2024 in Investments

Prospects for UK equities post Budget

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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November 28, 2024 in Pensions

Pension Death Benefit changes

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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November 21, 2024 in Investments

Outlook for US markets post election

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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November 7, 2024 in Tax Planning

How to plan around Budget CGT rate hikes

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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October 24, 2024 in Financial Planning

Getting your affairs in order

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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