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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.

Later Life Planning – planning all the way through life!

April 18, 2024 in Financial Planning
The last 25 years have changed the way we live. Now we can access information instantly, share experiences with people across the world, and reap the benefits of rapid technological…
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ISA rules refreshed

April 11, 2024 in Savings
Launched as the follow-up to the Personal Equity Plan (PEP), the Individual Savings Account (ISA) has just reached its 25 year anniversary. Prior to the start of this tax year,…
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The value of independent advice

April 4, 2024 in Financial Planning
Whilst it is a topic we have covered previously, we make no apology using this week’s Wealth Matters to reinforce the benefits of independent financial advice, and potential pitfalls when…
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Behind the scenes at FAS – Part 1

March 28, 2024 in Financial Planning
In our weekly Wealth Matters newsletter, we try to keep our readers up to date with developments in financial markets and information on financial planning opportunities. Reviewing the feedback we…
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End of Tax Year Checklist

March 21, 2024 in Financial Planning
With the end of the tax year rapidly approaching, it’s an ideal time to consider your finances and take decisions to maximise tax-efficiency. With the right planning, you can make…
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Where next for UK interest rates?

March 7, 2024 in Financial Planning
It is fair to say that monetary policy decisions taken by central banks have been a leading driver of market sentiment since the start of the Covid-19 pandemic. Investors have…
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Wealth Matters Archive

February 29, 2024 in Financial Planning

Broaden your horizons

The news that the UK economy fell back into recession at the end of last year is likely to be of little comfort to investors whose portfolios are heavily weighted…
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February 22, 2024 in Pensions

Are your pension savings on track?

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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February 15, 2024 in Pensions

Changes to Pension Lump Sum Allowances

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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February 1, 2024 in Tax Planning

Plan ahead in advance of tax changes from April

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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January 25, 2024 in Pensions

Give your pension a check-up

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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January 18, 2024 in Financial Planning

Opportunities in Emerging Markets

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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January 11, 2024 in Divorce

The role of financial advice in the divorce process

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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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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A Guide to Financial Planning

Learn more about the foundational stepping stones needed to achieve your goals.

Whether you are looking to retire early, be mortgage free one day or hoping to leave a meaningful inheritance for your loved ones, you need a plan to bring it all together. Find out more here.

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