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Savings & Investments

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
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
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
Savings & Investments

“Time is money”

Five principles of investing everyone should know Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide a personalised recommendation based on your investment goals. The following five principles will help you get on top of some key issues that affect…
Waverton
April 25, 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
Savings & Investments

Get ready to beat the ISA deadline

Time to give your financial future a boost? Savers and investors have less than three months to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on April 5. The current tax year started on 6 April 2021 and ends on 5 April 2022. ISAs enable you to minimise…
Waverton
March 7, 2022
Savings & Investments

It may be time to invest your cash

Is your wealth protected from the damaging effects of inflation? Many people underestimate the damaging effect of low interest and high inflation on their cash savings. A continued period of low interest rates on cash savings and rising inflation could pose a real risk to savers in 2022 even if the Bank of England (BoE) moves to increase interest rates…
Waverton
February 21, 2022
Savings & Investments

Investing with impact

How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental. This has largely been fuelled by the climate emergency, leading to growing scrutiny of company practices with some governments mandating a change in companies’ and individuals’ behaviour. The idea behind ESG investing is that corporations which…
Waverton
January 26, 2022

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