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Wealth planning

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

Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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The ideal time to review your financial planning arrangements

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

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What to think about when reviewing your retirement plans

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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What to do before April 2020: your essential six point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2020.

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Five top tips to help manage the inheritance tax payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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The COVID-19 and infrastructure Budget

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

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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.

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