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Waverton

Pensions & Retirement

Time to update your planned retirement date?

Reading time: 2 minutes > Savers risk missing out on money from their final pension pot Millions of savers risk missing out on money from their final pension pot if their provider doesn’t have their correct planned retirement date. The analysis revealed that workplace pension savers in the UK could miss out on thousands of pounds in retirement because they…
Waverton
December 19, 2019
Estate & Tax

My true love gave to me… 12 tips for tax efficient gifting

Reading time: 5 minutes > As it’s the season of gifting,  we decided to take a look at Inheritance Tax (IHT), which can take a big bite out of your wealth when making larger lifetime gifts or when leaving an inheritance to your loved ones on death. Unlike the Christmas jumper that’s not the right colour or fit,  there’s rarely…
Waverton
December 18, 2019
Waverton Wealth

A New Dimension of Festive Giving – Shop Social

Reading time: 2 minutes > Following the successful launch of our Responsible Futures Investment Portfolio, this Christmas at Waverton we are thinking about how our seasonal spending can also make a difference alongside our long term investments and savings. We are very grateful to Lindsay Wake, Head of Impact at Social Investment Scotland for guest writing this blog post. With…
Waverton
December 16, 2019
Waverton Wealth

Responsible Futures Launch

Reading time: 1 minute > On Thursday 14th November we launched our Responsible Futures investment portfolio during an evening reception held at the Sheraton Hotel in Edinburgh. We welcomed some brilliant guest speakers including Arctic explorer Craig Mathieson and Scottish wildlife enthusiast, Holly Gillibrand. We were also joined by Canaccord Genuity Wealth Management who share our enthusiasm and have developed…
Waverton
November 14, 2019
Business & Employment

The future of work is coming

Reading time: 4 minutes > The days of an employee turning 65, getting a gold watch or carriage clock and being ushered into a new world of golf, retirement communities and early-bird specials are rapidly disappearing. People are living longer, and organisations are shifting their attitudes toward older workers as a result. Rising life expectancies and an ageing workforce present…
Waverton
October 25, 2019
Estate & Tax

Taxing times ahead

Don’t be penalised by the tax system when you exercise your freedoms. The ‘pension freedom’ reforms of 2015 were welcomed by consumers, as they vastly widened options available to most savers at retirement. Pension freedoms allow savers to have the flexibility on how and when to spend their money without being penalised by the tax system, but it is worrying…
Waverton
October 10, 2019

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