Wealth Management

There’s usually a purpose behind financial investments. For many of us, building a nest egg feels like a natural thing to do, perhaps it’s performance, preserving your wealth for the next [...]

Three tips for passing your pension on to your loved ones Do you consider your pension an asset in the same way that you think about assets like property, bank accounts, cars, and investments? [...]

Will I have an inheritance tax bill? It’s a common misconception that inheritance tax only affects the extremely wealthy. However, if you’ve been looking into inheritance tax you may have read [...]

There’s an old saying that nothing is certain except death and taxes.  We can’t help with the big questions about life and death. That’s a debate for the poets and philosophers. But what we [...]

Peace of mind that there is someone you trust to look after your affairs. A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on [...]

Life can throw unexpected events and surprises at us when we are least expecting it, as we’ve witnessed with the coronavirus (COVID-19) pandemic outbreak. Without thinking, we insure our cars, [...]

How to get your finances in order to make more of your money  Do you feel like your financial life has been turned upside down during the coronavirus pandemic? Or, has it made you focus on [...]

If you’ve been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But, unfortunately, the best savers sometimes find [...]

The coronavirus (COVID-19) pandemic has not only dealt a blow to the UK economy but many people and families have also unfortunately experienced financial hardship. According to a recent survey, [...]

Responsible investment is a catch-all term to broadly describe funds that invest to make a positive change, either to the environment or for society. Within this umbrella term, there are four [...]