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Waverton

Savings & Investments

Investing Your Inheritance

Receiving a windfall in the form of inheritance can be an unexpected and sometimes unwelcome, surprise. Knowing how to use the investment wisely can be a difficult decision to make if you have options beyond mortgage or familial responsibilities. In this short blog, we lay out what your options might be but, as always, it is best to consult a…
Waverton
September 29, 2022
Pensions & Retirement

Tips for a healthy pension as you approach retirement

What really important retirement questions should you be asking? As you approach the last five years before your retirement, there will be a lot of things to consider. You’ll need to think about your finances, your health, your housing situation, and your plans for the future to live comfortably in retirement. There will be lots of questions to ask: How…
Waverton
September 26, 2022
Savings & Investments

Inflation eating your savings?

How to benefit from tax reliefs in the current financial year As your income increases, the complexity of your finances may too. Tax-efficiency is a key consideration when investing because it can make such an enormous difference to your wealth and quality of life. However, the type of investment and tax-efficiency you should be looking for depends firstly on whether…
Waverton
September 22, 2022
Business & Employment

Self-employed vulnerable to financial shocks

New research highlights that 81% aren’t seeking financial advice As more and more people reject the traditional working structure in favour of becoming self-employed, some people could be at risk of financial insecurity as they lose out on employee benefits that offer protection in the present, and financial planning for the future. New research highlights this groups vulnerability to financial…
Waverton
September 8, 2022
Pensions & RetirementUncategorized

Managing the impact to your pension

Just two out of five have planned for inflation in retirement Retirement planning can be complex at the best of times so it is easy to understand how some people can find it daunting to take into account factors like inflation. The reality is that inflation hurts everyone, but it can be especially harmful to retirees. Whether it’s the price…
Waverton
September 5, 2022
Estate & Tax

Preserving wealth for future generations

Factors likely to have a lasting and positive impact on wealth. Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, it is possible to take preventative action to…
Waverton
September 1, 2022
Estate & Tax

Business Property Relief

A key solution for significantly reducing a potential future Inheritance Tax bill. If you have business owner status, or have shares of a business, this will be reflected in the value of your estate. Business Property Relief is a valuable Inheritance Tax relief for business owners, whether making a lifetime transfer or on death. Business relief is either 50% or…
Waverton
August 29, 2022
Estate & Tax

Lasting Power of Attorney

Allowing someone to make decisions for you, or act on your behalf. A Lasting Power of Attorney (LPA) enables individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without an LPA, loved ones could be forced to endure a costly and lengthy process to obtain authority to act…
Waverton
August 22, 2022
Family

Discussing inheritance with your heirs

More than half of UK adults haven’t discussed the subject. With wealth for millennials set to double in the next 20 years, it’s time to get over the awkwardness and have the conversation now. One of the main reasons why people don’t discuss their inheritance wishes is that they assume estate planning is not for them. That it is only…
Waverton
August 18, 2022
Trusts & Charities

Split Trusts

Family protection policies. These trusts are often used for family protection policies with critical illness or terminal illness benefits in addition to life cover. Split Trusts can be Bare Trusts, Discretionary Trusts or Flexible Trusts with default beneficiaries. When using this type of trust, the settlor/life assured carves out the right to receive any critical illness or terminal illness benefit…
Waverton
August 15, 2022

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