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Waverton

Estate & Tax

INHERITANCE TAX 

Across a complex playing field of asset management, taxation, exemptions and reliefs, without professional guidance, Inheritance Tax (IHT) can cost families thousands of pounds. Navigating the ins and outs of IHT is challenging, but with some professional support and planning, it is possible to give as much of your hard-earned wealth as possible to your family or other beneficiaries. IHT…
Waverton
June 29, 2022
Pensions & Retirement

Retirement nest egg

Half of over 50s regret not saving into their pension sooner. 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…
Waverton
June 27, 2022
Pensions & Retirement

Prioritising the power of pensions

A very tax-efficient solution for passing on your wealth. Passing wealth through the family, for most, is an important part of their estate preservation planning process. Pension funds are typically free of Inheritance Tax provided the scheme trustees/administrator has discretion over the payment of death benefits. Passing on your wealth As well as supporting you through retirement, pensions can be…
Waverton
June 23, 2022
Savings & Investments

Building an investment portfolio

4 steps for future wealth creation in your mid-20s to mid-30s. Investing can be challenging for anyone, but for those in their mid-20s to mid-30s, it can be especially daunting to build a portfolio – especially while paying off student loans, credit card debt and establishing some savings. The reality is that people should start saving and investing as early…
Waverton
June 20, 2022
Pensions & Retirement

How to plan for your century

As life expectancies continue to increase, many of us will celebrate our 100th birthday one day. We can’t predict how long your money will need to last but there are some things to consider before commencing your retirement:   Pinpoint your Planned Retirement Age The longer you work, the less time your money will need to last but you should…
Waverton
June 17, 2022
Family

Love and money

Couples reveal they are poles apart. Most couples hate talking about money and find it a hard subject to discuss. However, while it may not seem like the most romantic topic, if you don’t talk about what you each want from your finances and how to manage your money, it’s likely to result in more friction and arguments. Talking about…
Waverton
June 14, 2022
Property

‘Home is my Pension’ generation

22% rise in people using property to support their retirement The significant increase in property prices in recent years has likely shifted many people’s expectations of the role property wealth will eventually play in supporting their retirement. With people spending longer in retirement, one of the challenges that many need to overcome is how to fund it and how to…
Waverton
June 9, 2022
Family

Protecting family wealth

What will your legacy look like? Estate planning is about putting your affairs in order, to help make the lives of your loved ones easier. It can help to protect your estate for your beneficiaries and reduce the impact of Inheritance Tax (commonly called IHT for short). IHT is something many of us don’t know enough about. Simply because we…
Waverton
June 7, 2022
Pensions & Retirement

Private wealth

Millions struggle to understand their most important source of income in retirement. 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…
Waverton
June 2, 2022
Pensions & Retirement

Fed up with your nine-to-five?

Sixty the most popular age to retire early There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle. However, one of the most common factors that determines when people choose to retire…
Waverton
May 31, 2022

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