Monthly Archives: September 2023
The Importance of Critical Illness Protection
Critical illness protection is one of the most common forms of insurance in the country. Helping you and your loved ones when you need it most, it’s often taken out for peace of mind rather than due to any underlying health issues. But is critical illness protection really worth it? Let’s explore what critical illness […]
Posted in Insurance
The Benefits of Discretionary Portfolio Management
Investing is a complex undertaking, but there are certain methods to maximise your rewards with minimal effort on your part. Discretionary portfolio management (DFM) is a popular tool to help investors achieve this, but what are the benefits of the approach? Let’s start with a definition of DFM before exploring some of the reasons to […]
Posted in Investments
Setting Up Workplace Pensions
Workplace pensions are mandatory for UK employers that employ at least one person. Also known as auto-enrolment, there are certain legal obligations you need to meet, from minimum contributions to sign-up timeframes and more. This article will tell you all you need to know about setting up a workplace pension, as well as advice on […]
Posted in Pensions
Intergenerational Wealth: Mitigating Tax Liabilities
Planning for the future is the cornerstone of wealth management, but there are lots of mistakes people make when coming up with a financial strategy. This article will seek to address these mistakes and mitigate one of the most common issues of intergenerational wealth planning – tax. What is intergenerational wealth planning? Simply […]
Posted in IHT Planning