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.
Stay safe online this Christmas and beyond
The season of mist and mellow fruitfulness is upon us. While Christmas is a time many of us like to lavish gifts on our nearest and dearest, it can also be a time when fraudsters prey on unsuspected shoppers and you need to stay alert.
Anthony Ward from our Wealth Planning team shares his views on how to ensure your pensions are tax efficient.
Financial scams take many forms
Our fraud prevention team alerts you about new scams so you can take action to avoid them.
Boosting happiness with the Swedish art of ‘just the right amount’
Financial security rather than possessions may be the real route to happiness.
The value of investments can fall as well as rise. You may get back less than you originally invested. Tax rules can change in future. Their effects on you will depend on your individual circumstances.
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.
The value of investments can fall as well as rise. You may get back less than you originally invested. Tax rules can change in future. Their effects on you will depend on your individual circumstances.
To help us put you in touch with the right team and the right services, we have two questions to ask you.
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