Wealth Management News

Venture capital trusts (VCTs) offer an opportunity to invest in smaller UK companies while benefiting from attractive tax reliefs. As an investor, you can receive income
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Tax wrappers are financial tools designed to help individuals shelter their investments from certain taxes, ultimately maximising their wealth. If you use tax wrappers, you can
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An asset allocation strategy involves deciding how to distribute investments across asset classes like equities, bonds, and cash. Your choice of strategy significantly impacts potential returns
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A Junior Individual Savings Account (JISA) is a tax-efficient savings or investment account opened by a parent or guardian for a child under the age of
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June saw a continued surge in the popularity of cash Individual Savings Accounts (ISAs) as savers deposited a staggering £3.4 billion into these tax-free accounts, according
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It would be great if every one of us could live entirely risk and accident-free lives, alas that is not often the case, which is why
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With an increasing focus on Inheritance Tax (IHT) and upcoming changes to the rules around trusts, wealthy families are exploring new methods of investing and protecting
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Over 200,000 pensioners – mostly women – are expected to receive letters from HM Revenue & Customs (HMRC) informing them that they are entitled to a
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Recent surveys indicate a mounting concern among British citizens regarding their retirement savings. As the cost-of-living crisis continues and the economy stays unpredictable, many people are
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The Bank of England has once again voted to keep interest rates at 5.25 per cent – a 16-year high. However, the minutes from the Bank’s
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The UK’s consumer confidence grew again in May, with people continuing to see a brighter future for their finances. This is according to the Consumer Confidence
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Recent research from MetLife UK has revealed that over half (52 per cent) of working parents have no form of financial protection. This means should they
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