We are pleased to present below all posts tagged with 'wealth management'. If you still can't find what you are looking for, try using the search box.
For business owners, effectively managing personal and business finances is key to long-term financial success. A significant opportunity lies in utilising the increased annual personal pension allowance of £60,000. This strategy involves tax-efficiently extracting funds from a business account to contribute to an individual pension plan, aligning with both retirement goals and smart tax planning.
Popular tags: individual pension plan, independent financial adviser, wealth management
Portfolio management is an essential component of wealth management and financial planning, playing a pivotal role in achieving long-term financial goals. It involves the careful selection, supervision, and maintenance of investment assets to align with an individual's financial objectives, risk tolerance, and time horizon.
Popular tags: portfolio management, wealth management, financial adviser
Estate planning is a vital component of holistic wealth management, essential for safeguarding your financial legacy and ensuring that your assets are distributed according to your wishes. In the complex financial landscape, effective estate planning is key to achieving long-term financial security and peace of mind. This blog explores the critical role of estate planning within wealth management, offering insights into its importance and practical steps for effective implementation.
Popular tags: estate planning, wealth management, inheritance tax planning, inheritance tax
Investing in property has long been considered a stable and lucrative venture. The buy-to-let market in the UK offers the potential for both rental income and capital growth. However, it's not without its complexities, including the need for a specific type of mortgage: the buy-to-let mortgage.
Popular tags: financial adviser, financial advisers near me, financial advisers uk, financial advisor, financial planner, independent financial adviser, individual pension plan, inheritance tax advice, mortgage broker, mortgage brokers, pension adviser near me, portfolio management, retirement planning, wealth management
The dream of homeownership remains a significant milestone for many, despite the myriad of challenges presented by the UK housing market, such as high property prices and stringent lending criteria. This blog seeks to clarify personal mortgage options, including fixed-rate, variable-rate, and interest-only mortgages. It also explores the current support available to first-time buyers and those finding it difficult to enter the property market, focusing on Lifetime ISAs and the verious government-backed schemes.
Popular tags: Wealth management, financial planning, financial advisers UK, independent financial advisers, retirement planning, estate planning, mortgage, mortgages, ISAs, lifetime ISAs
Inheritance tax planning is a critical aspect of wealth management, especially for those looking to pass on significant assets to the next generation. One often overlooked but highly effective tool for inheritance tax planning is investing in Alternative Investment Market (AIM) through ISAs and General Investment Accounts (GIAs).
In the UK, understanding the State Pension and the role of National Insurance contributions is vital for retirement planning. This blog explores how consistent National Insurance contributions are key to maximising your State Pension benefits, a significant aspect of retirement income in the UK. We'll discuss strategies to manage any gaps in these contributions and the importance of being informed about your National Insurance record.
Popular tags: Retirement planning, wealth management, financial planning, financial planners, financial planners uk, financial advisers uk, independent financial advisers.national insurance contributions
Inheritance tax (IHT) is often considered a 'voluntary tax' because, with careful planning, it's possible to significantly reduce or even eliminate the liability. One effective method for mitigating IHT is the use of Whole of Life Cover in Trust.
Popular tags: Inheritance tax planning, tax planning, financial planning, wealth management, financial advisers, independent financial advisers, inheritance tax, estate planning
Retirement planning often presents a dilemma: should you opt for a guaranteed income or keep some access to your capital? Annuities and income drawdown plans offer different solutions to this question.
Popular tags: Retirement planning, wealth management, financial advisers, independent financial advisers, financial advisers UK, retirement income strategy
When it comes to retirement planning in the UK, there are several options available for accessing your pension pot. One such option that often goes under the radar is Uncrystallised Funds Pension Lump Sum (UFPLS).
Popular tags: Retirement planning, retirement planning in the UK, wealth management, financial advisers, independent financial advisers UK, financial planning, financial planners
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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.