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Wealth/financial planning

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

Transferring wealth to the next generation – what to consider
16 August 2020 in Wealth/financial planning, Inheritance

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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How can tax planning ensure you make best use of your pension annual allowance?
4 August 2020 in Wealth/financial planning, Retirement & pensions

If you are planning your retirement, it is important to understand the amount you can put into your pension each year in order to gain valuable tax relief, known as the ‘annual allowance’. 

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Calculating inheritance tax with our simple IHT calculator
31 July 2020 in Inheritance, Wealth/financial planning

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

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The ideal time to review your financial planning arrangements
14 April 2020 in Wealth/financial planning, Retirement & pensions

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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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.