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.

Senior woman in a wheelchair being cared for by nurse

Counting the cost of care: don’t leave it too late

April 8, 2021 in Investments
With care home costs continuing to increase, and pensions struggling to keep up, it is essential to come up with a long-term investment strategy that aims to match the cost…
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Gavel laying across book entitled Powers of Attorney

The importance of arranging a Lasting Power of Attorney

April 1, 2021 in Financial Planning
Setting up a Lasting Power of Attorney is an important step you should take to make sure your loved ones can make the important decisions about your health and your…
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Piggy bank next to three blocks reading Plan For Retirement

Pension planning and the importance of death benefits

March 25, 2021 in Pensions
Since 2015, changes to pension rules have made it increasingly important to understand the options surrounding pension death benefits and how they are likely to be taxed. It is also…
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Two men having a conversation over a laptop

Why it pays to put the spare cash in your business to work

March 17, 2021 in Business Planning
No business owner can afford to keep on an employee that doesn’t pull their weight, and the same is true for your working capital. If you’re a business owner with…
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Bitcoin on motherboard

Beware the ‘irrational exuberance’ behind Bitcoin

March 11, 2021 in Investments
The spectacular rise in the value of Bitcoin is prompting more investors to get involved. But as with any investment, would-be investors need to delve a bit deeper into why…
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Pug dog wearing glasses pointing to graphs on whiteboard

How investment reviews can help to spot the ‘dog’ funds

March 4, 2021 in Investments
What is a ‘dog fund’ and what should you do if you hold one in your portfolio? We look at some of the facts behind the ‘dog fund’ label, highlight…
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Wealth Matters Archive

February 24, 2021 in Pensions

Why every personal pension needs an annual check-up

It doesn’t matter the size of your pension pot, it’s important to review your personal pension on a regular basis, to ensure everything is still on track to give you…
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February 18, 2021 in Investments

Passive funds or active funds? Here’s why you need a blend of both

Active fund managers outshone passive equivalents during 2020. Here, we look at the pros and cons of active and passive investing and explain why a well-diversified investment portfolio should contain…
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February 11, 2021 in Savings

Time to switch your Cash ISA into a Stocks and Shares ISA?

The rate of interest paid by Cash ISAs has been dismal for the last decade. If you’re disappointed with the return you get on your Cash ISA, perhaps it’s time…
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February 3, 2021 in Investments

Building back better: why everyone’s talking about infrastructure investing

With countries all over the world determined to recover from the pandemic, infrastructure looks likely to be a prominent investment theme over the next few years. We look at some…
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January 27, 2021 in Investments

A (brief) history lesson on the resilience of stock markets

We’ve grown accustomed to a regular diet of bad news in recent years, and how negative headlines have wreaked havoc on stock markets. But investors should feel encouraged that stock…
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January 21, 2021 in Investments

What are the prospects for dividend income in 2021?

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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January 6, 2021 in Investments

Five positives for 2021

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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December 30, 2020 in Investments

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

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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