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Wealth planning

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

Are you doing enough to reduce your inheritance tax liability?

Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.

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Get your finances in shape for 2020

Read our top three financial planning tips to help you plan for a successful financial 2020 and beyond.

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Exploring the future – retirement with Baroness Ros Altmann

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

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Boost your pension by making use of unused pension allowance

In this article we talk about how to maximise your personal pension tax relief, check your unused pension allowance and follow the pension carry forward rules. 

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Will I run out of money? How does cash flow modelling work?
15 October 2019 in Retirement planning, Wealth planning

Nero Patel, Senior Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

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Are you putting too much into your pension and risk being (tax) penalised?

There is a limit to how much you can save into your pension tax-free over your lifetime, known as the lifetime allowance (LTA). It’s been controversial because the government has steadily reduced the limit down from £1.8m in 2012. From this April 2019, the limit will be £1.055m.

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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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