Wealth Management News

15 June 2023

Pensions vs property investment: A combined approach

Any sustainable retirement plan should have redundancies built into it. That is why many savers choose to not only invest money into their pension but also

19 May 2023

Is there such a thing as a good debt?

While debt is often seen in negative terms there can be times in life when it is not only a necessity but can lead to a

19 May 2023

The advantages of a long-term savings account

Disappointing interest rates on everyday savings accounts and other investments mean investors and everyday savers are looking for alternative places to put their money. One of

19 May 2023

What is the minimum amount needed to retire in 2023?

Planning for retirement is no easy task as this is related to lifetime earnings and anticipated needs in later life. People’s needs, or their perceived needs,

26 April 2023

Last chance to top up your State Pension

To obtain a full state pension upon retiring, individuals need to have built up a required 35 years of NI contributions. Those missing the full 35

26 April 2023

ISA Transfers: What you need to know

Transferring your Individual Savings Account (ISA) to a new provider for a higher interest rate might seem like an attractive option. However, it's crucial to familiarise

26 April 2023

Budget gives boost to pension savers

Pension savers were given a boost by two key announcements made by the Chancellor, during his Spring Budget. The lifetime allowance of £1.07 million that can

27 March 2023

Make the most of your ISA allowance before the new tax year

An individual savings account (ISA) is a tax-efficient way to save or invest your money. Each tax year, you can invest up to a certain amount

27 March 2023

Get to know your pension allowances and make sure you use them

Maximising your pension allowances can help you achieve your retirement goals and ensure that you have enough money to live on when you retire. The UK

27 March 2023

Savers switch accounts in the hunt for higher interest rates

UK savers are voting with their feet and changing accounts in large numbers in the hunt for higher interest rates. There was a reported 317 per

27 February 2023

Finding the ‘real’ interest rate

The headlines are full of stories about rising interest rates and their impact but it is the real interest rate that matters. Interest and inflation interact