We’re constantly thinking about every aspect of wealth management. You’ll find our expert insights and ideas about the state of the market, new legislation and ways to make the most of your wealth here.
The dictionary definition of “retirement” is simple enough. To retire is to leave the world of work behind and instead devote time to family, friends and also pursue personal passions, hopefully, supported by appropriate pension arrangements. But perhaps that’s too simple. Certainly, many people do see retirement as an event that represents a complete…
For a great many – perhaps the vast majority – of entrepreneurs, the sale of a business represents a genuinely transformational moment. After years of hard work, the value of the company is realised into hard cash. And if the business has been successful, the sums involved can be life-changing. As such, an exit is…
The world is a nervous place at the moment – not least because of all the economic uncertainties and risks associated with US/China relations, subdued growth in parts of Europe and, of course, the Brexit impasse. Against this backdrop, one key trend in the wealth management sector is the growth of active investment as investors…
During his first few months as Prime Minister, John Major famously expressed a desire to see wealth “cascading” down through the generations. “We do not see each generation starting anew, with the past cut off and the future ignored,” he told his party’s conference. Fast forward to the present day and the assumption made by…
According to research commissioned by the BBC, around 5.5 million Britons – roughly one in ten of the population – are currently living permanently abroad. Many live in Europe, of course, but Britain’s diaspora is spread across the world. The US, for example, has attracted more than 600,000 Brits and Australia is home to 1.3…
Landmark birthdays are perhaps not what they used to be. Thanks to a general improvement in health and longevity across the industrialised world, many of us have consciously or otherwise, pushed back the age at which we intend to start winding down, (or further down the line, retire) to some indeterminate time in the future….
Although not universally the case, a decision to start a family very often coincides with the busiest and most productive period of working life. And of course, that’s not really surprising. For those who are climbing the corporate ladder, real success – in the form of promotion, a partnership, or a seat on the…
The Enterprise Investment Scheme (EIS) has been with us since 1993 and no one can deny that it has had a major impact on the willingness of individuals to support high risk, but potentially very high reward small and medium-sized companies. When HMRC totted up the figures for a report published in May 2018, around…
