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.

Commercial property fund_FAS

The lowdown on UK commercial property funds

October 28, 2020 in Investments
Commercial property funds have been the subject of dealing restrictions since March, with investors unable to make withdrawals or redeem their investment. But as more commercial property funds start to…
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How to protect yourself against online spammers

How to protect yourself against financial scams and fraud

October 21, 2020 in Uncategorised
There has been an alarming rise in financial scams since the coronavirus lockdown. Here’s what you need to know about the different types of scam, and how to defend yourself.…
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Signing a will

Trustees’ duties and powers when making investment decisions

September 23, 2020 in Investments
The role of a trustee is one that should not be entered into lightly, as it carries risks and responsibilities. Whether appointed as a trustee under a will or standing…
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woman hand holding red and green apple

Advisory vs discretionary investment management

September 23, 2020 in Investments
When appointing a wealth manager to provide advice on an investment portfolio, clients are often faced with the choice of selecting between an advisory and discretionary investment approach. We set…
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Sustainable development

Is Socially Responsible Investing (SRI) effective?

September 23, 2020 in Investments
As we enter a new decade, the environmental impact of the way we live is in sharp focus. As a result, more investors are considering the construction of their portfolio,…
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volunteers packing donation boxes in charity food bank.

Investing for charities

September 23, 2020 in Investments
One of the biggest responsibilities facing charity trustees is how to invest donations and other financial support received in an appropriate manner. In this article, we explain why charities should…
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Wealth Matters Archive

August 25, 2020 in Financial Planning

It pays to know the differences between independent and restricted financial advice

Do you know which is better, independent or restricted financial advice? Spoiler alert: there’s only one right answer to this... Independent advice is far superior, and we’ll gladly explain why.…
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August 25, 2020 in Financial Planning

Financial planning to help parents (and their kids) prepare for higher education

While coronavirus has made academic life full of uncertainty, the one thing you can be sure of is that it’s likely to prove expensive. But don’t worry, we’ve done our…
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August 25, 2020 in Investments

China is constantly in the headlines – but is it a sound investment?

Some of the recent headlines coming out of China have been troubling, to say the least. But if you’re looking for growth, there are plenty of good reasons to invest…
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August 25, 2020 in Tax Planning

Getting the lowdown on BPR and trusts

We take a closer look at Business Property Relief, a little-known but incredibly useful planning tool when it comes to reducing inheritance tax, as well as explaining how it can…
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July 1, 2020 in Financial Planning

Ensuring Those Left Behind Have Enough Money

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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July 1, 2020 in Financial Planning

Making Sure That You Have Enough Money if You Fall Seriously Ill

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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July 1, 2020 in Financial Planning

Helping You to Afford the Cost of Private Medical Treatment if You Need it

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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July 1, 2020 in Financial Planning

Helping You to Get the Protection You Need

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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