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Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

Changes to HMRC’s Trust Registration Service – do the new rules apply to you?
18 August 2022 in Wealth/financial planning

New legislation has come into force which requires the majority of UK-resident trusts to be registered with the Trust Registration Service by 1 September 2022. If you are a trustee, you may need to register the trust you act for with HM Revenue & Customs (HMRC) using the government’s online Trust Registration Service (TRS).

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Retirement options for high income earners
26 April 2021 in Wealth/financial planning, Retirement & pensions

In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.

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Women and investing
14 December 2020 in Wealth/financial planning, Investing

Countless surveys show women don’t invest as much as men which is impacting their future. So, what are the reasons and what can we do to encourage more women to invest?


 

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.