Views

Our latest news, views and opinions for the business, financial and investing sectors, including personal finance.

Keeping your wealth in the family when you’re gone

29/5/20

Nobody likes to think about their death, it's a taboo subject and the reason why so many people die without leaving a will, or efficiently planning for their finances after they're gone. This can lead to tax burdens on spouse and family that could be avoided if planned for correctly.…
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Wealth management during volatile times – portfolio diversification is key

20/5/20

We're living in unprecedented times. With most of the world on lockdown and most economies on pause, now is the perfect time to be looking at your portfolio and assessing your risk, and more importantly, deciding whether your wealth management practices are ready for when we eventually emerge from the…
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Guide to later life care

27/11/18

Have you thought about the cost of care in later life? One of the biggest challenges of the 21st century is Britain’s ageing population. There is continually much talk about later life care in the media, and it’s a subject that is going to be one of the biggest social…
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FSCS Compensation Limit will fall from 1 January

29/10/15

From 1 January 2016, the Financial Services Compensation Scheme (FSCS) will reduce the compensation limit for savers from £85,000 to £75,000.Currently, anyone with savings up to £85,000 (or up to £170,000 for joint accounts) in a bank or building society would be covered for this amount if the institution goes…
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The FCA does not regulate Tax Planning.
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