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.

Lessons From Five Years Of Pension Flexibility

May 21, 2020 in Pensions
It’s been five years since pension holders were given the freedom to draw directly from certain pension savings. What have we learned that can help those about to embark on…
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Shifts In The Savings Landscape

May 15, 2020 in Investments, Savings
Government incentives to save – like ISAs – are valuable, but recent changes to the savings landscape have opened up new opportunities while closing down some old ones. If you…
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Overcoming The Gender Pensions Gap

May 7, 2020 in Pensions
Women are saving more than ever into pensions, but they still lag behind men in retirement savings. The good news is that the proportion of women who are now saving…
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How A Financial Planner Can Help During Divorce

May 1, 2020 in Divorce
Divorce is one of the most emotional experiences a person can go through and dealing with the financial implications of this can be one of the most daunting parts of…
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3 Reasons to Stay Globally Invested in 2020

April 15, 2020 in Investments
During March and April, we witnessed a considerable amount of global market volatility and instability, which is why we have been spending a lot of time proactively speaking to our…
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How Much Do I Need to Retire Comfortably?

April 10, 2020 in Pensions
Many people are unaware of how much they need to save for retirement. We sometimes speak to clients who overestimate the amount needed, believing their retirement income should be the…
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Wealth Matters Archive

April 6, 2020 in Investments

VCTs and EIS: How Can They Improve a Financial Plan?

Looking ahead in 2020-21, how do you see your pension contributions and Individual Savings Accounts (ISAs) panning out? Some clients regret not considering these earlier in the 2019-20 financial year,…
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April 1, 2020 in Business Planning

How to Enhance Your Business Protection in 2020

Business protection is all about preparing for the worst, so your business has the best chance of reaching its full potential. It can help you to keep trading and financially…
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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…
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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…
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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…
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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…
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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…
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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…
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