You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
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Dani Glover, head of financial services for London, and Tina Riches, national tax partner at Smith & Williamson, the accountancy, investment management and tax group, highlight some year-end planning issues to consider. With the current tax year ending on 5 April 2017, it’s time to get your tax affairs in order. There may be planning […]
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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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As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications of the pensions revolution the affluent cannot ignore. We already know that April will see some significant changes to pensions rules that will affect many higher-earners. Speculation is mounting that […]
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Appreciating the finer points of pension planning is essential to avoid pitfalls as well as garner rewards, warns Simon Bashorun of Investec Wealth and Investment. The pension freedoms recently introduced may be very welcome reforms, yet there is a danger that those going it alone with their planning are not taking enough time to examine […]
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If you haven’t started thinking about it yet, now is definitely the time to get your year-end tax planning affairs in order. Here, Aloysia Daros, senior tax manager, and Thomas Skinner, senior consultant, at Smith & Williamson consider a few key areas to focus on ahead of the end of the tax year on 5 […]
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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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Pension planning can be a real balancing act and you need really stay on top of progress towards your saving goals. These calculators will help you know where you stand.
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The overhaul of the pension regime has been a game-changer for the UK financial services industry. The FWM team gives you a guide to retirement planning People will no longer be obliged to purchase an annuity with the bulk of their money and will be freer than ever to use their pension pots as they […]
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