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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.

Are your pension savings on track?

February 22, 2024 in Pensions
A recent study published by the Pension and Lifetime Savings Association (PLSA) caught the attention of mainstream media, and turned the spotlight on the need to plan ahead to enjoy…
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Changes to Pension Lump Sum Allowances

February 15, 2024 in Pensions
Announced in the Spring Budget 2023, the Lifetime Allowance for pension savings will be abolished from April 2024. The Lifetime Allowance is the amount of pension savings an individual can…
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Plan ahead in advance of tax changes from April

February 1, 2024 in Tax Planning
Capital Gains Tax (CGT) After being significantly cut in April 2023, the annual CGT allowance will be halved from 6th April 2024, and will see many more individuals subject to…
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Give your pension a check-up

January 25, 2024 in Pensions
It doesn’t matter the size of your pension pot, it’s important to review your personal pensions on a regular basis, to ensure everything is still on track to meet your…
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Opportunities in Emerging Markets

January 18, 2024 in Financial Planning
We often highlight the importance of diversification in any investment strategy, and one element of a well-diversified approach is to ensure that the portfolio contains allocations to different geographies. Whilst…
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The role of financial advice in the divorce process

January 11, 2024 in Divorce
Dealing with financial decisions can be one of the most challenging elements of the divorce process. Amidst the emotional turmoil, thoughts inevitably turn to finances and how to protect your…
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Wealth Matters Archive

January 4, 2024 in Financial Planning

2024 Market Outlook

Falling interest rates Much of the rally over the last two months of 2023 was predicated on market expectations that interest rate cuts will begin earlier than expected in 2024.…
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December 21, 2023 in Financial Planning

Reflections on 2023

As 2023 draws to a close, we can reflect on a year when relative calm returned to investment markets after an extended period of market turbulence due to the pandemic,…
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December 14, 2023 in Financial Planning

12 quick ways to review your financial plans this Christmas

The run up to the festive period is traditionally a busy time for many; however you may find time over the Christmas holiday period to sit down and review your…
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November 9, 2023 in Investments

Going big in Japan?

For many years, Japan has been considered as “tomorrow’s story”, where there is much promise, but returns disappoint. That is until this year, where the Japanese Equities market has shown…
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October 26, 2023 in Investments, Savings

The quest for real income

Base interest rates have increased sharply over the last 18 months, as Central Banks aim to tackle high levels of inflation. As a result, interest rates on cash deposits have…
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October 19, 2023 in Pensions

Navigating the options at retirement

Individuals reaching the point at which they want to access a defined contribution pension are now faced with a wider range of options as to how to draw a pension…
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October 12, 2023 in Financial Planning

The risk of not writing a Will

According to recent research carried out by Canada Life, half of the UK population has not made a Will. Whilst uptake in the older generations is understandably higher, one in…
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October 5, 2023 in Investments

Time to revisit Bonds?

After the very difficult conditions for Bond investors seen last year, we are seeing growing evidence that a change in direction is now likely. This could herald an improved performance…
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