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

4 March webinar: update on the 2021 UK Budget

25 Feb

| 30 mins, plus Q&A

Rachel de Souza of RSM is joined by our own John Williams to discuss the UK Budget published just the day before. They'll highlight what the announcements mean for private clients who file taxes in the UK.

Money management

Opportunities and pitfalls for non-doms

17 Feb

| 45 mins

Internationals moving to the UK are able to remain non-domiciled, which offers opportunities and pitfalls, as our host, John Williams, and his guest, Mike Curran of PwC, explained in this webinar.

Investing

Why should you pay someone to manage your money?

17 Feb

| 3 mins

Richie Griffiths considers the benefits of paying someone to manage your money, and suggests what you should look for when choosing an investment or wealth manager to help you with your finances.

Money management

Why does the UK tax year end on 5 April?

12 Feb

| 3½ mins

Most calendars start on 1 January and end on 31 December, but not the UK personal tax year. Karen Bennett explains the history behind the date as we count down the days to the end of the 2020/21 tax year.

Money management

Give a financial gift this Valentine’s Day

2 Feb

| 6 mins

The countdown to 14 February 2021 is different this year for many a reason, especially in the UK. However, you can be just as romantic, albeit with a financial gift. Pippa Vick explains.

Money management

New year, new start: 5 steps to get ahead for 2021

6 Jan

| 5½ mins

After the turbulent events of 2020, many may be planning to make life changes now the new year has started. John Williams suggests five easy ways to make a start by putting your finances in order.

Money management

A look back at 2020 from the treasury team

29 Dec

| 3 mins

Brian Middlemiss, treasury executive, takes a look back at a most unusual year in the foreign exchange markets given Brexit, the US elections, and a nasty bug.

Our top 10 for 2020

23 Dec

| 2 mins

As 2020 draws to a close, we look back and list our top 10 articles and webinars from the year. And we're looking forward to 2021 and publishing more content that we hope you will find of use.

28 JANUARY | ONLINE

2021 Q1 London Residential Property Update

With so many events and news headlines impacting the UK capital’s residential property market, join us for a 30 minute discussion, plus time for Q&A to find out what’s changed and what predictions our experts have for 2021.

Colin Campbell, private banker and lending specialist at Nedbank Private Wealth is joined by Marcus Dixon, head of research and data analysis at LonRes, and Rob Cohen, who is the managing director of the MJ Group International.

Money management

Find out more

4 March webinar: update on the 2021 UK Budget

Opportunities and pitfalls for non-doms

Why should you pay someone to manage your money?

Why does the UK tax year end on 5 April?

Give a financial gift this Valentine’s Day

New year, new start: 5 steps to get ahead for 2021

A look back at 2020 from the treasury team

Our top 10 for 2020

28 JANUARY | ONLINE

2021 Q1 London Residential Property Update

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