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Waverton

Estate & Tax

Tax Planning Reimagined

No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than necessary. Before the end of every tax year on 5 April, you have the opportunity to save money on taxes and plan for the year ahead. As we…
Waverton
March 24, 2021
Savings & Investments

Investing in Education

With students the world over having their education severely disrupted during lockdown, everyone is keeping fingers crossed that vaccination will allow schools and universities to open up again. In this article, Patrick Thomas, Head of ESG Investing at Canaccord Genuity Wealth Management discusses how, as the education sector transforms, it could create attractive investment opportunities. One of the major takeaways…
Waverton
March 18, 2021
Savings & Investments

Goals- Based Investing

Before you start, defining any goals you may have will help you plan, budget and choose the right investments. Your goals might be around enhancing your current lifestyle, planning for your family or your own retirement. The sooner you start investing, the better off you will be. Match your long-term investment goals with your short-term lifestyle aspirations. When you have…
Waverton
March 16, 2021
Estate & Tax

Wealth Creation

If you have an income of over £50,000 it doesn’t just push you into a higher income tax bracket, it also means that you’ll pay higher tax on capital gains and dividend income from your investments. So, it’s important to choose a tax-efficient investment vehicle that is appropriate for your particular investments goals and tax position. Individual savings accounts (ISAS)…
Waverton
March 11, 2021
Family

Investing For Your Child’s Future

Whatever hopes and dreams you have for your children or grandchildren, it’s reassuring to know that you can help make this happen by setting them on the path to financial security when they are young. To fund the future you want for them, it’s crucial to start saving early. Building wealth for your children or grandchildren  Junior individual saving account…
Waverton
March 9, 2021
Budgeting & Financial habits

Advice Matters

Research carried out by the Office for National Statistics (ONS) found that, since the outbreak of coronavirus (COVID-19), over 25 million people have experienced ‘high’ levels of anxiety . Professional financial advice offers so much more than just practical, financial benefits. It also helps to improve your emotional wellbeing by making you feel better about your money and yourself –…
Waverton
March 4, 2021
Savings & Investments

Responsible Investing

We all want to make responsible choices as more of us are becoming aware of global challenges, such as environmental issues, human rights and climate change. We’re also starting to care more about how our behaviours affect the planet and society. Future Success Taking ESG (Environmental, Social and Governance) factors into consideration when investing is becoming more mainstream. It is…
Waverton
March 2, 2021
Savings & Investments

Why Cash May Not Be King

One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money than they usually do, due to lower spending, according to new research . But the choice between holding large amounts of cash long term in a savings account versus investing could…
Waverton
February 25, 2021
Budgeting & Financial habits

Taking Control of Money Matters

Those with healthy financial wellbeing can meet their long-term financial goals and make informed choices that allow them to enjoy a meaningful life – both now and in retirement. Feeling confident and empowered It’s important to feel confident and empowered when managing your money, and to know that it’s possible to improve your situation in some way. Most of us…
Waverton
February 23, 2021
Budgeting & Financial habits

Are You Under Prepared for a Financial Emergency?

The general financial uncertainty created by the COVID-19 pandemic has resulted in over a third (37%) of UK savers acknowledging they’re under-prepared for a financial emergency and have started to build a rainy day fund. Bigger financial cushion However, while many admitted their need to build a bigger financial cushion, the findings highlighted wide geographical differences across the UK. In…
Waverton
February 18, 2021

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