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.

Where Should the State Pension Sit in Your Retirement Plan?

March 27, 2020 in Pensions
The State Pension is unlikely to provide you with a comfortable retirement on its own, but it shouldn’t be overlooked. The State Pension for 2020-21 is £9,110.40 per year. This…
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Tips When Using Trusts for Inheritance Tax Planning

March 20, 2020 in Tax Planning
Inheritance Tax is still a concern for many families, despite the new Main Residence Nil Rate Band adding up to £350,000 to the standard IHT threshold. Making gifts or using…
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Is It Better to Use an Active Fund Manager?

March 13, 2020 in Investments
For many investors, an active investment strategy appears to be a good idea. It can be reassuring to know that there is someone in the background, making informed decisions about…
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Warning – How to Avoid Financial Scams in 2020

February 26, 2020 in Financial Planning
It’s no secret that financial scams are becoming more sophisticated in 2020. Earlier in February, The Guardian ran a story about how one unfortunate retired couple who were conned out…
Read More

Is Property a Better Investment than the Stock Market?

February 19, 2020 in Investments
Many people love the idea of investing in property. After all, a home is an asset you can smell, feel and easily understand. Plus, the beauty of many properties can…
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How to Ensure Your Wealth Passes to Your Loved Ones

February 12, 2020 in Tax Planning
Keeping wealth within the family is desirable but not always easy to plan. There is a myriad of Inheritance Tax (IHT) rules to mitigate and these are often complicated and…
Read More

Wealth Matters Archive

March 27, 2020 in Pensions

Where Should the State Pension Sit in Your Retirement Plan?

The State Pension is unlikely to provide you with a comfortable retirement on its own, but it shouldn’t be overlooked. The State Pension for 2020-21 is £9,110.40 per year. This…
Read More
March 20, 2020 in Tax Planning

Tips When Using Trusts for Inheritance Tax Planning

Inheritance Tax is still a concern for many families, despite the new Main Residence Nil Rate Band adding up to £350,000 to the standard IHT threshold. Making gifts or using…
Read More
March 13, 2020 in Investments

Is It Better to Use an Active Fund Manager?

For many investors, an active investment strategy appears to be a good idea. It can be reassuring to know that there is someone in the background, making informed decisions about…
Read More
February 26, 2020 in Financial Planning

Warning – How to Avoid Financial Scams in 2020

It’s no secret that financial scams are becoming more sophisticated in 2020. Earlier in February, The Guardian ran a story about how one unfortunate retired couple who were conned out…
Read More
February 19, 2020 in Investments

Is Property a Better Investment than the Stock Market?

Many people love the idea of investing in property. After all, a home is an asset you can smell, feel and easily understand. Plus, the beauty of many properties can…
Read More
February 12, 2020 in Tax Planning

How to Ensure Your Wealth Passes to Your Loved Ones

Keeping wealth within the family is desirable but not always easy to plan. There is a myriad of Inheritance Tax (IHT) rules to mitigate and these are often complicated and…
Read More
February 5, 2020 in Business Planning

Financial Planning for Business Owners: A Short Guide

Financial planning can be a challenge when simply dealing with your own personal wealth and finances. Trying to tie your pension, taxes, protection and estate planning into one coherent strategy,…
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January 21, 2020 in Investments

Should We Expect Stock Market Gains in 2020?

For those regularly following the news, you will have likely seen many headlines about several financial firms expecting stock market gains in 2020. The Bank of America, for instance, has…
Read More

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