Skip to main content
UK
Predicting
the future

Wealth planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

Read more
Are you paying 60% tax on part of your income?
18 April 2018 in Tax planning, Wealth planning

Wealth Adviser, Sagar Morjaria, reveals how you can end up paying 60% tax on part of your income due to two misleading tax rules, and how to avoid them.

Read more
What to do before April 2018: your essential six point checklist

The countdown to the new tax year on 6 April may not have the glamour or the fireworks of 31 December; however, the repercussions of how well you plan in this period could impact how much tax you pay in years to come.

Read more
Active or passive – which are the best performing funds?

Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. However, we believe the active fund management industry as a whole will prove its worth in 2018.

Read more
Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

Read more
When should I start planning for retirement?

Given our increasingly ageing population, and just 14% of people prioritising saving for retirement, a national pensions crisis seems inevitable.

Read more

All blog categories

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Back to top