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 couple receiving independent financial advice

The advantages of independent financial advice

June 11, 2021 in Financial Planning
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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Multi-generational family walking through woods

Using life assurance to eliminate inheritance tax on gifts

June 3, 2021 in Tax Planning
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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Senior man sitting at table with laptop planning finances

The advantages and disadvantages of lifestyle pension funds

May 27, 2021 in Pensions
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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Young woman at table with laptop and documents reviewing her finances

The two big benefits of starting a pension early

May 20, 2021 in Pensions
If you have people in your life who don’t feel it’s worth putting money into a pension, you might show this article to them to help change their minds. It…
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stock market background

Index funds are useful, but they shouldn’t dominate your investment portfolio

May 13, 2021 in Investments
Ever since index tracking funds overtook active funds in popularity with UK investors more than two decades ago, there has been a continuous debate over which approach is better. But…
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Inflation sign in front of financial report

Should savers be worried that the inflation ‘tiger’ can’t be tamed?

May 6, 2021 in Savings
Although inflation has been a relatively benign threat in recent years, it’s become an increasing concern in 2021. But how worried should savers be, and what can they do to…
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Wealth Matters Archive

April 29, 2021 in Tax Planning

Making tax-efficient gifts out of surplus income

People often think that passing on large sums of wealth to loved ones is only possible after their death. But making regular financial gifts during your lifetime can be a…
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April 22, 2021 in Investments

Why early-bird ISA investors may catch the best returns

Now that the new tax year has started, people often ask us whether they should use their Individual Savings Account (ISA) tax allowance early, or wait until the end of…
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April 16, 2021 in Investments

The psychology of investing – knowing when to cut your losses

Sometimes, investors can be their own worst enemies. As Warren Buffett once said: “If you cannot control your emotions, you cannot control your money”. We explore the emotional side of…
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April 8, 2021 in Investments

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

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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April 1, 2021 in Financial Planning

The importance of arranging a Lasting Power of Attorney

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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March 25, 2021 in Pensions

Pension planning and the importance of death benefits

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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March 17, 2021 in Business Planning

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

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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March 11, 2021 in Investments

Beware the ‘irrational exuberance’ behind Bitcoin

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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