Updates

Welcome to the latest issue. At the time of writing, the UK Government said it is ‘ready and willing’ to do a deal to leave the EU if new terms are negotiated with Brussels. But the new Prime Minister, Boris Johnson, has vowed the UK will leave the EU ‘come what may’ by 31 October

There are many decisions to consider when making any investment. One of these is how much risk you are prepared to take. This will be determined by a number of different factors. In this guide, we take a look at the different types of investment risk and how it can relate to returns. Your appetite

Welcome to our Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible. This guide

What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get your family together and tell them what was going on. Before long, you’d start spending time in hospital for treatment. You may also need to take some time off. It’s hard to know what the

Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your wealth. As we all know, the ultimate goal money can buy is financial freedom. Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that

In our guide, we consider the questions you may need to ask to shape your future. As we all know and experience, there are usually bumps in the road on every journey. Even the best financial plans and most experienced investors can’t always predict the complexities of life. So the starting point for protecting, growing

It’s not easy to think about how you would secure your family’s future if you were no longer around. Understandably, we would rather not think of the time when we’re no longer around. But it’s important to protect the things that really matter – like our loved ones, home and lifestyle – in case the

One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently in the same circumstances. This is called ‘diversification’ – reducing the risk of your portfolio by choosing a mix of investments. In the most general sense, there are

At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and capitalise on what comes. Inheritance Tax is no longer something that only affects the very wealthy, but

If you are aiming to retire within the next five years, it’s time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans. While you should think about retirement planning as early as possible, the five years leading up to retirement are critical. Retirement may be looming with