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Money management

Your wealth goals don’t just have to be long term. Life is not a linear journey, and you may need to be working towards multiple goals.

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Managing your finances properly doesn’t just have to be focused on the long term and there are significant benefits to planning to achieve your wealth goals, and particularly since the future is inherently uncertain. Meanwhile, any financial decision is likely to have implications for you and your family in the short, medium and long term.  For us, that means a combination of investing, structuring and people’s expertise.

For us, holistic money management encompasses:

Money management

Christmas stockings, cranberry sauce and (self assessment) tax returns

6 Dec

   |   5 mins

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Anna Slater highlights some pointers to help you with UK self-assessment submissions.

Investing

An introduction to cashflow planning

2 Dec

   |   14 mins

In this presentation video, paraplanner Anna Slater introduces cashflow planning, using case studies and examples to explain how we use this software to present your financial plans.

Investing

Investment seminar

18 Nov

   |   50¾ mins

In this investment seminar, we reflected on the market stimuli in 2022, as well as the positioning of our investment outlook for 2023 and the opportunities which may arise.

Leaving a legacy

A philanthropic journey: maximising impact

1 Nov

   |   30 mins

Investment Counsellor Rebecca Cretney is joined by Hugh Davidson MBE to discuss his philanthropic journey and key learnings from his many years of extensive work and research in the field of philanthropy.

Money management

Will rising interest rates slow growth in the UK property market?

27 Oct

   |   4½ mins

As the Bank of England continues to raise interest rates in its battle with persistent inflation, what will this mean for the UK’s residential property market?

Leaving a legacy

A life preserver or build a wall? – Charity and philanthropy

19 Oct

   |   3½ mins

Understanding the difference between charity and philanthropy can be difficult. The right option can depend on the impact you wish to make.

Money management

The lay of the land: property taxes across the UK

27 Sep

   |   4¾ mins

Temporary property tax holidays for the lowest property tax brackets came to an end in 2021. We take a look at what property taxes buyers now need to pay across the UK, whether resident or not.

Retirement planning

Is retirement planning more important than ever?

24 Aug

   |   5 mins

Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation a few years before we plan to retire. Recent events, however, highlight regular reviews of your wealth are more important than ever, as Simon Prescott explains.

18 AUGUST 2022 | ONLINE

The lay of the land: property taxes across the UK

Temporary property tax holidays for the lowest property tax brackets came to an end in 2021. We take a look at what property taxes buyers now need to pay across the UK, whether resident or not.

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