Category Archives: Wealth Management

Investing in inflationary times

Background to the current inflationary environment The initial reason for higher inflation was the post...

Stagflation: is it imminent and what do business need to focus on as a consequence?

For those who lived through the 1970s the word ‘stagflation’ conjures memories of oil price...

Inflation – transitory or not?

After years when inflation in every day prices was not really a concern to most...

Is the lifetime allowance pension charge a price worth paying?

At the Budget on 3rd March, the Chancellor announced that the Pension Lifetime Allowance (LTA),...

Personal financial housekeeping – New Year resolutions

Please forgive me for recommending some new year resolutions for you to think about that...

Life cover – something to consider in the age of COVID?

We are all familiar with the concept of insurance: all those of us who own...

Interaction of CGT and IHT

Although perhaps not the most exciting of topics, a discussion of the two main UK...

The residence nil rate band – how does it work and what key features do you need to understand?

The current personal inheritance tax free allowance is £325,000. In addition, each individual is potentially...

COVID-19 pandemic creates new investment landscape for the coming decade

The impact of the Coronavirus pandemic on the investment market for the next decade will...

Why business owners should ensure pensions are a key part of their annual remuneration strategy

Many business owners see their business as their retirement fund. But if things don’t work...

Grandparents’ gifts to fund education

In light of the rising cost of school and university education, arguably the most effective...

Making gifts when acting as an Attorney under a Lasting Power of Attorney

Looking after the financial affairs of someone who has lost capacity is an onerous responsibility....

It’s never too young to start saving into a pension

With the introduction of pension auto-enrolment in recent years, the UK government has made a...

How to invest to avoid inheritance tax

There is often a misconception that the only way to avoid inheritance tax (IHT) is...