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Budgeting & Financial habitsFamily

Wealth vs health

More than half ignore medical advice and work despite poor health due to financial worries When you are off work due to an illness or injury, worries about how you are going to pay your bills can make an already stressful situation worse. So much so, that many people are finding themselves in the very difficult position of having to…
Waverton
October 31, 2022
Budgeting & Financial habitsFamily

Starting a family

What steps to take to prepare financially Having a baby is one of the most exciting, life-changing events that you’ll ever experience. But along with the joy and happiness that comes with starting a family, there is also the reality of the added costs. On average in 2021, the total cost of raising a child to the age of 18…
Waverton
October 24, 2022
FamilyPensions & Retirement

Pension poverty after divorce

Ensuring an equal division of all the assets within the matrimonial pot The breakdown of a marriage is often referred to one of the most traumatic and stressful events anyone can go through. Divorce can also be a costly experience, often including legal fees, a new home, a new car and new childcare costs. So, it’s perhaps predictable that so…
Waverton
October 20, 2022
FamilyLater Life

What does inflation mean for me and my money?

How to protect and grow your wealth over time Inflation is one of the most important factors that savers and investors must take into account when making decisions about their money. Although inflation can eat away at the purchasing power of your savings, it can also create opportunities for profit if you invest in assets that are expected to increase…
Waverton
October 10, 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
Family

Passing wealth to the next generation

Making a real difference to the financial position of the recipients. With careful planning it is possible to significantly reduce the need for your estate to pay Inheritance Tax. We spend a lifetime generating wealth and assets but not many of us ensure that it will be passed to the next generation – our children, grandchildren, nieces, nephews, and so…
Waverton
July 25, 2022
Family

Preserving your family’s wealth

Achieving the right balance of control, access, flexibility and tax advantages. Inheritance Tax is a tax on an estate (the property, money and possessions) of someone who’s died. Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning early. You may want to…
Waverton
July 4, 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
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
Family

Future wealth

The average British child is worth just under £5,000 by the time they reach school. When we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your descendants might look to you for financial support, and many routes you could take in funding them, if…
Waverton
May 26, 2022

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