Private Clients News

21 Jul 2022
Rising cost of living crisis

Rising cost of living crisis

The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This has made it difficult to make ends meet and has put a strain on many household budgets. Planning for the rising cost of…

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30 Jun 2022
Private wealth

Private wealth

Saving money for retirement is important because you’ll need a nest egg when you’re no longer working. The best way to guarantee an income when you’re in your golden years is to save and invest as much as you can now while you are still working. For the majority of people, pensions represent our biggest…

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30 May 2022
Passing on wealth to the next generation

Passing on wealth to the next generation

Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research[1]. Failing to plan could potentially lead to a significant Inheritance Tax (commonly called IHT for short) bill being levied on a person’s estate…

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19 May 2022
Retirement nest egg

Retirement nest egg

The days of working for a single employer for your entire career and retiring with a comfortable pension are largely gone. The responsibility for accumulating a retirement nest egg now rests with individuals as opposed to their employers. Saving enough for retirement is challenging for many people, but an era of changing demographic trends, such…

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10 May 2022
Reducing our carbon footprint

Reducing our carbon footprint

As a business we recognise the need to do more to reduce our carbon footprint and we are exploring ways to lower emissions and promote sustainability in our workplace. As a first step we have chosen to sponsor global climate action projects through Ecologi by making regular donations on behalf of all of our employees….

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26 Apr 2022
Rise of the Female Breadwinner

Rise of the Female Breadwinner

Despite significant societal changes, there’s still a sense — on the part of both some men and women — that men should be the providers. Historically there has been a stigma that the male is the main earner of households, which is of course an extremely outdated way of thinking. The fact is, though, that…

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24 Mar 2022
UK Government Spring Statement 2022

UK Government Spring Statement 2022

Just before Christmas, the Chancellor asked the Office for Budget Responsibility (OBR) to produce an economic and fiscal forecast for 23 March.  The timing and brief nature of the accompanying Treasury announcement reflected Mr Sunak’s wish to keep the Spring Statement a low-profile event. This was not meant to be a March mini-Budget, despite what…

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