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Financial Planning, Financial Planning Firms

Our top 5 financial planning firms

Although not all the institutions on the findaWEALTHMANAGER.com panel offer financial planning (around 40% prefer to focus purely on investment management) these services are vitally important to many clients. Indeed, many of our users mention wanting a “one-stop-shop” for all their financial affairs. Here, we offer key information and client insights on a selection of […]

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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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