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.

Ensuring Those Left Behind Have Enough Money

July 1, 2020 in Financial Planning
Life insurance puts money in the hands of those who need it when a person dies. There are many reasons why this money might be needed. It’s not just for…
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Making Sure That You Have Enough Money if You Fall Seriously Ill

July 1, 2020 in Financial Planning
The purpose of health insurance is to provide some money if you fall seriously ill or have an accident, potentially affecting you for many years. In this case, you would…
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Helping You to Afford the Cost of Private Medical Treatment if You Need it

July 1, 2020 in Financial Planning
Private medical insurance (PMI) pays for private health treatment. Depending on your budget, you choose what you want covered – just in-patient or day-patient treatment, or out-patient consultations and medical tests.…
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Helping You to Get the Protection You Need

July 1, 2020 in Financial Planning
Financial resilience is the ability to recover quickly from an unexpected financial shock. Many of us insure our homes and cars without really thinking about it, but far fewer insure…
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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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Wealth Matters Archive

May 7, 2020 in Pensions

Overcoming The Gender Pensions Gap

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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May 1, 2020 in Divorce

How A Financial Planner Can Help During 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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April 15, 2020 in Investments

3 Reasons to Stay Globally Invested in 2020

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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April 10, 2020 in Pensions

How Much Do I Need to Retire Comfortably?

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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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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