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Investment themes 2019 

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Wealth planning

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

What to do before April 2019: your essential six point financial planning checklist

Wealth Adviser, Sagar Morjaria outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2019.

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Are you doing enough to manage your inheritance tax (IHT) liability?
14 June 2018 in Wealth planning, Tax planning

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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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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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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When should I start planning for retirement?

Given our increasingly ageing population, and just 14% of people prioritising saving for retirement, a national pensions crisis seems inevitable.

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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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