Skip to main content
UK

Wealth planning

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

Exploring the future - an ageing world

As part of ‘exploring the future’, we spoke to different experts to find out what long-term trends are they seeing and how these might affect your long-term financial plans and investments.

Read more
Why aren't women investing?

Recently, we undertook research to test our hypothesis that women don’t invest in the markets (stocks, shares and bonds etc.) as much as men. With more than a third of high net worth women (35%) saying they don’t have an investment portfolio, compared to 17% of high net worth men, our belief was confirmed.


 

Read more
When should I start planning for retirement?

We consider the facts and figures, and provide some top tips to help you on your way to a comfortable retirement.

Read more
How to boost your pension by making use of unused tax allowances

The annual allowance is the amount you can contribute to your pension tax free. For most people, this limit has been £40,000 since April 2014. However, if you are a high earner (i.e. total income above £150,000 in a year), a new tapering rule came into effect in 2016.

Read more
Exploring the future – ethical and sustainable investing

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.

Read more
Exploring the future – economic challenges for investors

As part of ‘exploring the future’, we spoke to different experts to find out what long-term trends are they seeing and how these might affect your long-term financial plans and investments.

Read more

All blog categories

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.

Back to top