Our educational hub explores topics across the landscape of wealth management and financial planning.
There is a limit to how much you can save into your pension tax-free over your lifetime, known as the lifetime allowance (LTA). It’s been controversial because the government has steadily reduced the limit down from ￡1.8m in 2012. From this April 2019, the limit will be ￡1.055m.
How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.
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.
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.
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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.