Expert views on wealth planning
Whatever the future holds, we’re here to help you achieve your goals when it comes to planning your wealth.
The value of investments can fall as well as rise. You may not get back what you originally invested.
10 steps to protect your assets
Given that inheritance tax is charged at 40%, your estate will be hit with a hefty bill if you don’t take steps to protect your assets. We’ve outlined ten steps to help you organise your estate for your loved ones.
How to help and hot spots
We look at how you can support your children buying their first home, and the hot spots they may want to consider to achieve a balance between affordability, opportunity and lifestyle.
How to get the most value from your business
Entrepreneurs only get one chance to extract value from their business, so it’s important to make it count. Taking a close look at your motivation, the details of your business and likely buyers can help you plan a successful exit.
Getting help to achieve your goals
Our recent client survey showed that the task clients most value our support with is personalised advice on structuring their wealth. Anthony Ward, from our Wealth Planning team, looks at how we help clients structure their wealth tax efficiently to achieve their individual goals.
What living longer means for retirement planning
Andrew Hall, Director of Barclays Wealth & Investments, and Chartered Financial Planner, considers the benefits of thinking long-term.
A look at how to put your donations to work
There are several steps you can take to ensure your charitable donations are used appropriately and make a real difference.
Cognition is key to combating fraud
In an age where technology can go a long way to protect us all from fraud, why do many scams still work?
Should you consolidate?
We highlight a few things to consider before you consolidate your pensions.
Ensure you can do what you want in life
Financial freedom is often described as peace of mind that your finances will allow you to do what you want in life. Whether this is knowing you’re progressing towards your personal goals or having confidence your money will last for your lifetime and allow you to leave a legacy.
Using Business Property Relief to your tax advantage
Certain types of investment can reduce your Inheritance Tax bill beyond current thresholds. We explain how.
How to prepare future generations for wealth
Making early plans for inheritance can provide significant reward.
Time to start on your own?
“I just didn’t want to work for someone else any more,” says Jane Kellock, one of a new breed of late-stage entrepreneurs.
What’s an estate plan and is it right for you?
Loss of privacy, children and the size of your estate are some of the key considerations Anthony Ward discusses in this article.
Financial advice to support your saving
When it comes to saving for private school fees, you can’t start planning soon enough.
Aubrey de Grey, Cambridge University geneticist, postulates that somebody alive today can expect to live to 1000 years old. His prediction may be extreme – but our lives are getting longer.
To become a Wealth Management client, you need to be a UK resident and have £500,000 or more to invest.
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