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.

Businessman using laptop to look at dividends

What are the prospects for dividend income in 2021?

January 21, 2021 in Investments
After a traumatic 2020 for dividend-paying companies, when a number of traditional stalwarts were forced to cut or suspend their dividends, we look at whether we can expect a return…
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clouds shaped in numbers reading '2021' in the sky

Five positives for 2021

January 6, 2021 in Investments
Now that 2020 is behind us, everyone is ready for a fresh start. We wanted to share five reasons why 2021 may well be positive for investment markets, and why…
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Jar of money fallen over with green shoot growing out of pile of money

Why 2020 hasn’t been such a nightmare year for investors

December 30, 2020 in Investments
Although 2020 has had more twists than a Stephen King novel, many of our clients have been pleasantly surprised by the performance of their investment portfolios. We look at the…
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Someone signing divorce papers

Pensions and divorce – what you need to know

December 16, 2020 in Divorce
A ‘divorce boom’ has been predicted as a result of the coronavirus lockdown, and one of the most complicated – and most hotly disputed – areas in divorce proceedings involves…
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Buy to let market

Buy to let is now looking much less attractive for investors

December 10, 2020 in Investments
Is buy to let past its sell-by date? With the Stamp Duty holiday due to expire in April 2021, some tough questions are being asked about the longer-term outlook for…
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Broken piggy bank on the shelf. National Savings

National Savings rates are dropping – should you take action?

December 3, 2020 in Financial Planning
We are living in an era of historically low interest rates, which is particularly bad news for anyone with NS&I Premium Bonds, ISAs, and other cash savings products. Now might…
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Wealth Matters Archive

November 25, 2020 in Tax Planning

Explaining the government’s Capital Gains Tax review

A recent review of Capital Gains Tax suggests changes that could rake in £14 billion in additional revenue for the Treasury. We look at the implications for you.   Chancellor…
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November 18, 2020 in Uncategorised

Make November the month you write your Will

If you’ve been putting off making a Will, now might be the right time to put it back on your to-do list. Throughout November, Will Aid is helping thousands of…
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November 11, 2020 in Financial Planning

Why robo-advice won’t be taking over the world just yet

Trusting your finances to a digital investment platform might be cheap, but you can’t put a price on the peace of mind that personal financial advice gives you. Technology has…
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November 5, 2020 in Investments

Taking a closer look at tech stocks

Tech stocks have led the global equity market recovery since the spring. Some argue that valuations are becoming stretched, but this doesn’t look like a repeat of the dotcom bubble…
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October 28, 2020 in Investments

The lowdown on UK commercial property funds

Commercial property funds have been the subject of dealing restrictions since March, with investors unable to make withdrawals or redeem their investment. But as more commercial property funds start to…
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October 21, 2020 in Uncategorised

How to protect yourself against financial scams and fraud

There has been an alarming rise in financial scams since the coronavirus lockdown. Here’s what you need to know about the different types of scam, and how to defend yourself.…
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September 23, 2020 in Investments

Trustees’ duties and powers when making investment decisions

The role of a trustee is one that should not be entered into lightly, as it carries risks and responsibilities. Whether appointed as a trustee under a will or standing…
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September 23, 2020 in Investments

Advisory vs discretionary investment management

When appointing a wealth manager to provide advice on an investment portfolio, clients are often faced with the choice of selecting between an advisory and discretionary investment approach. We set…
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