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Wealth/financial planning

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

Wealth planning: will you be able to afford rising care home costs?

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.

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Five financial resolutions to get ahead in 2024

A recent survey found that only 11% of British adults kept their 2023 New Years resolutions. With such a low success rate country-wide, how can you ensure that you make your resolutions work for you – and ensure that you stick to them?

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How can investing in AIM shares help to manage inheritance tax (IHT)?

Investing in certain shares listed on the Alternative Investment Market (AIM) could be a useful way to manage inheritance tax (IHT). Find out more.

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Financial planning for divorce: protecting your money
11 January 2024 in Wealth/financial planning

It's important to protect and manage your finances in a divorce. We explain the role of a financial planner in divorce and how we can help.

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12 days of Christmas with CGWM: Our festive financial top tips

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with CGWM’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.

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Gifting out of surplus income to reduce inheritance tax
30 November 2023 in Wealth/financial planning, Inheritance

In this article, we look at the benefits of gifting your surplus income to family members and how this can help reduce inheritance tax. 

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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.