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Waverton

Budgeting & Financial habits

Improving your financial health

Staying on track to achieving specific financial goals All of your financial decisions and activities have an effect on your financial health. To help improve your financial health during this period of rising inflation and interest rates, we look at three areas that could help keep you on track to achieving your specific financial goals. Beat the National Insurance rise…
Waverton
April 18, 2022
Budgeting & Financial habits

Cost-of-living crunch

Savers still recognise the importance of long-term planning Britain’s cost-of-living crunch has hit the country hard, with inflation at its highest level in three decades, petrol prices spiralling, retail price increases rising to their highest levels in ten years and, most recently, Ofgem announcing a 54% price hike in energy bills affecting 22 million households. Chancellor Rishi Sunak has been…
Waverton
April 13, 2022
Estate & TaxFamily

Extending the scope of the trust register

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even…
Waverton
April 11, 2022
Pensions & Retirement

Beyond profit

How green is your pension? The consequences of inaction on climate change are now impossible to ignore. Every company has an impact on the world around us. And by investing in them, so do we. From devastating wildfires ripping through several countries, the aftermath of Storm Ida that caused unimaginable flooding across the northeast of the US, storm Arwen that…
Waverton
April 6, 2022
Pensions & Retirement

Time to bring your pensions together?

3.6 million Britons have lost track of their pension savings. The more old pensions you do have, the easier it is to end up losing one. Tracing pensions from years ago can be a hassle. Over 3.6 million Britons admit they have no idea how many pensions they have and risk paying more in fees than necessary, according to new…
Waverton
April 4, 2022
Pensions & Retirement

Create a better world to live and retire in

Pension investments to harness a more sustainable planet. Few people are aware of what their workplace pension invests in, let alone how their pension provider incorporates environmental, social and governance (ESG) matters into the process. Almost two-thirds (64%) of UK pension holders say that didn’t know their pension could be invested in ways to help fight climate change. One in…
Waverton
March 30, 2022
Pensions & RetirementSavings & Investments

Since the outbreak of the Ukraine-Russia war, unsurprisingly we’ve witnessed market volatility.  It’s understandable that investors and clients are looking for reassurance about the impact of the crisis on their investments. We have issued our clients with a guide reiterating some important investment principles, such as focusing on long-term horizons and diversified portfolios. You can download the full guide here.…
Waverton
March 25, 2022
Business & Employment

Missing midlife workers

Redundancy pushes over 50s out of the workforce. The economic fallout from the coronavirus pandemic has made Britain’s workforce smaller, with a sharp rise in early retirement among older workers The disappearance of the older worker presents a serious challenge to employers. Not only are they the fastest growing employee population but they also have a wealth of experience that…
Waverton
March 23, 2022
Pensions & Retirement

How much income will you receive from your state pension?

Knowing what to expect can be an important part of planning for life after work. How much do you think you’ll need to fund your retirement? Of course, the answer to that question will depend on what you want to do when you stop work. Worriedly almost half of non-retirees (46%) are unable to identify how much annually they believe…
Waverton
March 21, 2022
Budgeting & Financial habits

Saving for a rainy day

What’s the right emergency fund amount for you? An emergency fund is money you put aside to cover a financial shock. This could be losing your job, or a large, unexpected expense. Building an emergency fund can help prevent you needing to borrow money or make difficult financial decisions in those moments, by giving you savings to fall back on.…
Waverton
March 16, 2022

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