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Waverton

Savings & Investments

Wealth Needs Managing – Now More Than Ever

Setting specific investment goals is key Understandably investment volatility can make it easy to focus on the short term and those temporary peaks and troughs. Setting your specific investment goals is important to keep you focused when you need it and will enable you to build a portfolio to get you where you want to be. Investment strategies should include…
Waverton
February 16, 2021
Pensions & Retirement

Gender Pension Gap

What you can do to reduce a future financial shortfall. A lot has been made of the gender pay gap, but what’s not so well known is how this can affect women in retirement. Unsurprisingly, women don’t fare as well as men when it comes to the savings they’ve built up for a healthy and economically stable retirement. The gender…
Waverton
February 8, 2021
FamilyProtection

Is the Future of Your Loved Ones in Good Hands?

Coronavirus spurs one in six to take action on their Will. Have you decided what will happen to your property and belongings after your death? It is never too early to be thinking of making a Will and to ensure that your assets and estate go to the people you want them to. If you don’t, that may not happen.…
Waverton
February 5, 2021
Pensions & Retirement

Planning for a More Relaxing Retirement

Time to get back to dreaming about stopping work. Not dreading it. Life changes when you retire – and so does how you spend your money. Whatever your plans, it’s important to keep on top of things and think about the lifestyle you want. It’s also worth noting the average life expectancy at age 65 years is 18.6 years for…
Waverton
February 3, 2021
Uncategorized

New Year, New Start to Your Finances

Taking Time to Understand Your Financial Plans Will Really Pay Off. At the start of every year we have great intentions, as financial promises are renewed. Getting our financial life in order will be a top priority for many as we enter 2021. Consider focusing on two key areas: goals related to being prepared for the unexpected this year, and…
Waverton
January 27, 2021
Waverton Wealth

Waverton Wealth Planning pledges support to the Global Ethical Finance Initiative’s Path to COP26.

Waverton Wealth Planning pledges support to the Global Ethical Finance Initiative’s Path to COP26. While the festivals and fun normally found in Edinburgh have been postponed by the pandemic, there is one unique and worthwhile group that continues to operate, albeit remotely. The Global Ethical Finance Initiative, or GEFI to its friends, has been busy gathering forces in preparation for…
Waverton
January 22, 2021
Budgeting & Financial habits

5 Healthy Financial Habits You Shouldn’t Ignore

How to get your finances in order to make more of your money. Do you feel like your financial life has been turned upside down during the coronavirus (COVID-19) pandemic? Or, has the start of the new year focused you on getting your finances in order to make more of your money? Whatever the answer is, it’s important to adopt…
Waverton
January 19, 2021
Pensions & Retirement

Take it to the Max

How to make the most of the various pension allowances. Saving into a pension is one of the most tax-efficient ways to save for your retirement. Not only do pensions enable you to grow your retirement savings largely free of tax, but they also provide tax relief on the contributions you make. There are various pension allowances that you need…
Waverton
January 12, 2021
Pensions & Retirement

Rewritten Retirement Rules

In 2015, the retirement rules were rewritten. The rules, which came into effect from 6 April 2015, have changed the way people take money out of their pensions, with new freedoms and options available to anyone over the age of 55. Pension freedom tax rules allow members of defined contribution pension schemes to access their pension savings early, provided they…
Waverton
January 7, 2021

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