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Wealth planning

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

Active or passive – which are the best performing funds?

Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. However, we believe the active fund management industry as a whole will prove its worth in 2018.

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Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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How do prenuptial agreements work?
13 July 2017 in Tax planning, Wealth planning

Pre and post nuptial agreements have become a  practical way for savvy couples to agree what would happen to their assets, if they separated.

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Keeping informed about IHT – basic facts about inheritance tax you should know

At the beginning of 2016, the number of UK families paying inheritance tax (IHT) was at a 35-year high, as rising house prices pushed the value of family assets above the tax threshold. What does this mean to you and your family?

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Postnuptial agreements – on the rise
4 May 2017 in Wealth planning

Postnuptial agreements are becoming more popular, but what exactly are they – and do they signal the end of romance? Contributing a guest blog, Louise Allard of Allard Bailey Family Law looks at recent developments

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Understanding fixed income investing – facts about bonds you didn’t know

Do you get confused when it comes to the different types of instruments that make up your investment portfolio? And what are the benefits and drawbacks of the ‘safer’ and ‘steadier’ style of fixed interest or fixed income investing in today’s uncertain investment climate?

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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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