Five questions to ask before inflation really takes off ‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right now. In … Read More
Christmas gifting
How to make gifts to a charity, family and friends Aside from regular Christmas presents, this year you may be considering giving money or other assets with a view to Inheritance Tax planning this festive season.
Festive gifts that teach children the value of money
Why parents should look to Christmas investment gifts instead of toys Have you thought about gifting your children or grandchildren something different this year? Giving them a good start in … Read More
Planning for a better financial future
Have you made sure your plans are still on track? It’s been nearly two years since the first novel coronavirus (COVID-19) case was detected. The economic impact of the pandemic … Read More
Intergenerational financial planning
COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half … Read More
Paul Surguy, Citywire Wealth Manager Top 100 2021
Congratulations to Paul Surguy, Head of Investment Management and Proposition who has been named in the Citywire Wealth Manager Top 100 which recognises the UK’s top fund selectors. Read the … Read More
Retirement plans being put in jeopardy
Pandemic threatens pushing over-50s into pension poverty More than half (53%) of people in their 50s fear running out of money in retirement, as they have been the most likely … Read More
What will happen to your pension when you die?
Providing an income or nest egg for your loved ones to enjoy, long after you are gone The way that you decide to take your pension will affect what you … Read More
Wealth preservation
Minimising the impact of Inheritance Tax on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs’ receipts compared to the … Read More
Gender pension gap
British women impacted at every stage of career The staggering impact of the gender pension gap has been revealed in research which shows that women have lower pension pot sizes … Read More