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Building and protecting your wealth

‘Wealth & Income Protection’ Archive


The Benefits of a Long-Term Relationship with a Trusted IFA


While you might want to seek out financial advice for specific goals, the advantages of an ongoing relationship with a financial adviser are plentiful. Recent research has revealed that regular contact with an adviser gives you an even bigger boost, not only to your finances but to your wellbeing too.




New Year. New Start to Your Financial Planning


Usually, the start of a new year means a fresh start. With coronavirus still spreading, it might seem more difficult this year and you might feel demotivated to make change, but it’s important not to let that prevent you from taking a good look at your finances in the new year.




Tax Update: Inheritance Tax Planning with a Private Residence


As property values rise, in particular private residences, and with the freezing of the nil rate band since 2009, more and more people are getting caught up in the inheritance tax (IHT) net.




Never a More Important Time for Financial Protection


No matter how you have fared this year throughout the COVID-19 pandemic – whether you continued working or experienced reduced income – illness and mortality has sadly been on the world’s collective mind this year. We’ve learned that there has never been a more important time for financial protection.




What is in Your Financial Toolbox?


We always recommend that you financially prepare for the possibility that you can no longer work due to illness or injury. Your ‘financial toolbox’ will help you through tough times. But exactly what should you include in your toolbox to ensure you’re fully covered?




The Three Tenets of Protection


This has been the year to discover what’s important to you and to take steps to make sure those are protected just in case anything happens to you. Protection policies help guard your future against the risk of disease, injury or illness, and death. But what is the best way to ensure protection?




Four Estate Planning Mistakes


It comes as no surprise to learn that most Britons are not adequately prepared for life after death. Or rather, are not prepared for life carrying on for their friends and family after they have passed. We take a look at the most common estate planning mistakes and what you can do to correct or […]




Investment Trusts Versus Investment Funds


Investment trusts have been around for over 150 years, although unit trusts did not make their debut until the ‘30s. A lot of people don’t know what exactly the differences are between investment trusts and funds, but it’s easy to distinguish between the two. Even though there are key differences in the benefits they can […]




COVID Now A Major Life Changing Event


Previously, life-changing events like marriage, having a baby, or moving house were considered the triggers to thinking about financially protecting your way of life, but that’s no longer the case. It should not come as a surprise to anyone that interest in income protection policies has skyrocketed since the start of the pandemic earlier this […]




Our Responsibility to Inform You About Protection


When you work with a financial adviser, you might have certain goals in mind, but it is our priority to ensure all areas of your finances are taken care of—and that includes not only building your wealth, but protecting it.




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