Wealth/financial planning

Read our summary of the Chancellor’s Autumn Statement, in which we examine how the Chancellor’s announcements may impact you.

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) are forms of investments in smaller, early-stage startup companies. They are government-backed investment programmes that give private investors tax relief on their investments for providing finance for these companies to grow.

Last month, Investment Director Natalie Brown sat down with Connect magazine to discuss her life at CGWM, the changing face of investment management, and how she balances a successful career with a busy family life.

Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. This might be in a care home, but we have found that, since the pandemic, many people now prefer the idea of being looked after in their own homes.

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.