New year, new financial you
Happy new year. There is nothing like the start of a new year for making resolutions. If you’re one of the many resolving to get your finances in order, here are five areas for you to consider.
Checking in with your financial health
We all understand the importance of having a yearly medical checkup; to ensure your health is sound and to start any preventative measures if there is sign of illness. But do you regularly check in with how you are doing financially?
Your pension can be a great way to reduce your Inheritance Tax bill
Pensions have been confirmed as the vehicle of choice for inheritance tax planning as a result of a watershed UK Supreme Court judgement.
Five questions to ask your wealth manager
Choosing a wealth manager is an important decision, but asking these five questions can help you find the right one for your needs.
I’m getting divorced. Do I need a wealth manager?
When partners split up, there are a host of financial implications for mortgages, savings and tax that need careful consideration to avoid hardship.
The most common questions wealth managers get asked
Retirement and tax are just some of the topics that frequently crop up in a meeting with a wealth manager.
How to talk about money with…your children, your partner, your parents and your wealth manager
Financial stress can have a huge impact on our mental health, which is why it is important to find the right way to talk about money.
I’m self-employed. Do I need financial advice?
The switch from a salaried role to self-employment has challenges as well as rewards – especially in the areas of taxation, pensions and mortgages.
Is financial advice worth the cost?
Consulting a wealth manager can boost your savings, cut tax bills, and help if you are moving home or even changing career.
Planning for a new arrival
Preparing for the patter of tiny feet is an exciting, if not somewhat daunting time, and such a momentous event will clearly have major implications for household finances.