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Wealth 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 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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Financial planning for business owners
13 April 2022 in Wealth planning

Read how you can support your clients through the sale of their business and the three key questions.

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Has the pandemic changed your retirement plans?

A recent survey revealed that a third of 50- to 70-year-olds have had their finances impacted by COVID-19. As we emerge into a new normal, is it time to take stock and reassess of your financial plans for the future?

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What to ask if you want to protect your cash from inflation

With inflation rising but interest rates still comparatively low, the real value of cash is falling. Read our five questions to ask to protect your cash from inflation.

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What is the right amount to keep in savings?

If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.

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Do I need to protect my savings against inflation?

With inflation much higher than interest rates, the real value of cash is being eroded over time. This article explores how inflation is a danger to your cash, and what you can do to protect your wealth from its effects.

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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.