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Wealth planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Why investors are looking east towards Japan

We believe there are many compelling reasons to look closely at investing in Japan in 2019, including improvements in Japanese company balance sheets, thanks to their better profitability and innovative edge with relatively cheap stock valuations. Is the sun now rising over Japan?

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Five top tips to help manage the inheritance tax (IHT) payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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Are you doing enough to manage your inheritance tax (IHT) liability?

Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.

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Looking forward to your children's education
27 April 2018 in Investment ideas, Wealth planning

One way to make certain your children can look forward with confidence is to provide them with the best possible education. Nicholas Michell identifies your key considerations.

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Are you paying 60% tax on part of your income?
18 April 2018 in Tax planning, Wealth planning

Wealth Adviser, Sagar Morjaria, reveals how you can end up paying 60% tax on part of your income due to two misleading tax rules, and how to avoid them.

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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.

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