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Bonus, Bonus Sacrifice, Cash, Financial Planning, Investment Tips

Cash isn’t king:
6 investment tips
for making the
most of your bonus

Hopefully, it was bigger than you expected and not the dreaded “doughnut”, or zero bonus. Bonus payments in the UK are getting bigger, recent figures suggest. Total bonus payments in the UK economy between April 2014 and March 2015 were £42.4 billion, up by 2.7% from the previous year, according to official figures by the […]

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Budget, Financial Advice, Financial Planning, Investment Manager, TAX, Top, UK

Top 5 investment tips after the UK budget in March 2016

There were a number of key changes in the March 2016 Budget, here are our top 5 investment tips for your wealth. 1. Rotate from income to growth stocks In a move dramatically widening the gap between Capital Gains Tax and income tax rates, the higher rate of CGT has been slashed from 28% to […]

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Death, Financial Plan, Financial Planning, IHT, Inheritance Help, Inheritance Tax, Spouse, Tax Reduction, Wills

How to do financial planning before and after the death of a spouse

Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult time, explains Simon Reynolds, Director, Wealth Planning at Arbuthnot Latham & Co., Limited. The sad truth is that most of us will lose a partner and statistically it will be […]

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Wealth Manager, Wealth Management, School fees, find a wealth manager

Wealth management
strategies to help with
soaring school fees

Recent news that private school fees have risen by 20% since 2010 may have panicked many parents, yet there are a whole range of strategies a wealth manager can deploy to make the costs more manageable. Here, advisers from a range of institutions represented by findaWEALTHMANAGER.com give their top tips for parents. A new study […]

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