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.

Man and woman at tablet device reviewing finances

The importance of keeping your portfolio under review

September 16, 2021 in Investments
Investing for the long term is a mantra that most investors understand, and therefore selecting good performing investments, and deciding on an appropriate asset allocation at the outset of any…
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Grandad, Dad, and child playing on the sofa

Using trusts for Inheritance Tax planning

September 9, 2021 in Tax Planning
If you are thinking about estate planning and passing assets to different generations, establishing a trust is one way of ensuring your wishes are carried out in a tax-efficient manner.…
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Businessman clicking on fraud prevention button

How to protect yourself against financial scams and fraud

August 24, 2021 in Uncategorised
There continues to be an alarming rise in financial scams since the first coronavirus lockdown. Here’s what you need to know about the different types of scam, and how to…
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Female small business owner

Why smaller companies can mean big rewards for investors

August 19, 2021 in Investments
If you are considering adding extra growth potential to your investment portfolio, it’s worth taking a look at UK smaller companies. Smaller companies offer greater potential for long-term growth than…
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Man calculating finances with laptop and paperwork

Reducing the capital gains tax liability in an investment portfolio

August 6, 2021 in Tax Planning
You don’t know what you’ve got till it’s gone, and investors would be wise to make use of their annual capital gains tax allowances while they’re still available. Making a…
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Person calculating private school fees with calculator

Tax-efficient school fees planning

July 30, 2021 in Tax Planning
A private school education is often considered as an investment in a child’s (or grandchild’s) future. With the right planning in place, and by taking advantage of available tax incentives,…
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Wealth Matters Archive

July 23, 2021 in Investments

Is commercial property about to have a new lease of life?

It has been a difficult period for commercial property funds. According to data company Morningstar, the value of the property funds sector has almost halved in value since 2019. The…
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July 15, 2021 in Investments

Why fixed income assets still deserve a place in portfolios

Bonds have a reputation for being boring. But sometimes boring is just what’s needed, especially in a well-diversified investment portfolio. When most people consider an investment strategy, they are naturally…
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July 8, 2021 in Pensions

Using pensions to invest for your grandchildren

A few weeks ago, one of our articles highlighted how much young people are finding it difficult to set aside money for retirement. While pensions have always been a ‘hard…
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July 1, 2021 in Investments

Why it’s essential to have a globally diversified portfolio

When it comes to investing, British isn’t always best. To get the most consistent portfolio returns, it’s important to have a spread of investments across multiple regions and locations. As…
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June 24, 2021 in Financial Planning

The four questions to ask your financial adviser

Since the COVID-19 pandemic, we have noticed an increase in the number of people coming to us for financial advice. We see this as evidence of the real need for…
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June 11, 2021 in Financial Planning

The advantages of independent financial advice

With the coronavirus forcing many of us to re-evaluate our lives, and to prioritise what’s most important, thousands of people have realised the advantages of getting professional financial advice to…
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June 3, 2021 in Tax Planning

Using life assurance to eliminate inheritance tax on gifts

If you are thinking about gifting a large sum of money to loved ones during your lifetime, it is important to realise that the gifts you make could still carry…
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May 27, 2021 in Pensions

The advantages and disadvantages of lifestyle pension funds

Within many pension schemes, default investment strategies now employ a process known as lifestyling, which claims to do the hard work of managing your pension assets for you as you…
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