Smart tax planning: Key tips for the end of the financial year
In summary As the end of the tax year approaches on 5 April, it’s important to stay ahead of the latest UK budget changes and optimise your financial strategies. Here are some top tax tips to help you reduce liabilities and enhance your financial position. You can download this article as a PDF here. Maximising […]
Women and investing: Myth versus reality
Myth 1: Women are not confident investors Myth 2: Women are risk averse Myth 3: Women are financially illiterate Myth 4: Women lack interest in investments Myth 5: Women lack access to money to invest Empowering women in investing Dispelling these myths is crucial for fostering a more inclusive and equitable investment landscape. Women are […]
Financial planning questions every business professional should ask
Our specialist wealth managers understand the priorities of successful business people. We can look after your personal financial plans while you look after your business plans – especially if you’re thinking about moving on from your business. But what questions do you need to ask yourself first? Do I manage my personal finances as well […]
Stealth tax? Wealth tax? What could fill the £22 billion black hole?
In summary Martin Lindsey, Head of Advice, details the plans that Chancellor Rachel Reeves could announce in the Autumn Budget on 30 October and stresses the need to act fast. The £22 billion budget black hole is to fall on the broadest shoulders Households have been warned to expect a disappointing budget, especially those […]
Financial planning questions every legal professional should ask
Keep your money as busy as you are. Aim to make it grow for when you have time to enjoy it. As a partner, you may not be sure what your annual income will be, which can make managing your money more challenging. We have financial specialists experienced in looking after legal professionals and professional […]
Financial planning questions every retired professional should ask
Enjoy your time to take it easy. You’ve paid your dues and enjoyed the ride, both professionally and financially. Get ready to pass on your wisdom and wealth to the next generation. We understand your needs, we’ve helped your peers and can help you ask the right questions… How do I keep my retirement income […]