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.

Find out more

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

The deep divides in perceptions of wealth

10 Sep

| 5 mins

Investors are regularly encouraged to diversify their investments. We believe the same approach should be used for tax allowances. Beckie Williams explains why.

Money management

Are you focusing more on your golf than your finances?

20 Aug

| 4 mins

Is the chance to spend time on golf or a hobby leaving your finances in a hole? Carlo Lourenco discusses upping your game on the green and better money matters.

Money management

Last wills and testaments go digital… partially

3 Aug

| 3 mins

John Williams explains how wills in England and Wales can now be drawn-up virtually, albeit with physical signatures, if you follow the detailed procedure.

Money management

The art of property investing

29 Jul

| 30 mins

What should investors consider when buying property, and how should they balance property versus other investment options? Watch our webinar to hear our views.

Money management

Different property tax holidays for England, Scotland and Wales

16 Jul

| 3 mins

Rishi Sunak’s stamp duty ‘holiday’ to boost the English and Northern Irish housing markets is similar to that in Scotland and Wales. But there are differences.

Money management

Is it worth investing in financial knowledge?

16 Jul

| 4 mins

Have you thought if your level of financial knowledge is holding you back? Beckie Williams, head of client proposition, shares how you can improve your wisdom.

Leaving a legacy

Millennials and money

25 Jun

| 2½ mins

Since millennials entered the workforce around the 2008 financial crisis, are they more cautious than the generations before them? Mary Humphreys discusses.

Money management

Don't just invest. Invest to a plan.

19 Jun

| 30 mins

Carlo Lourenco, John Williams and Rebecca Cretney set out why it's important to invest with a wealth plan, specifying your own goals, in a 30 minute webinar.

8th October 2020

Online

Quarter end investment webinar

After the end of each quarter, we invite you to join a webinar hosted by David McFadzean, our head of wealth management, with Andrew Yeadon, our chief investment officer. We review the major events, how we positioned and changed portfolios and what our base case scenario is for the next 12-18 months.

Join us online for a 30 minute discussion, with the opportunity to pose your own questions to our experts.

Money management

Find out more

The deep divides in perceptions of wealth

Are you focusing more on your golf than your finances?

Last wills and testaments go digital… partially

The art of property investing

Different property tax holidays for England, Scotland and Wales

Is it worth investing in financial knowledge?

Millennials and money

Don't just invest. Invest to a plan.

Online

Quarter end investment webinar

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