Autumn Budget 2021

The SWWM team provide a summary of the Chancellor's Autumn Budget speech, which marks the second budget of the year but the first of Sunak's that's not been primarily dominated by Covid. Read the full breakdown here.

Happy New (tax) Year!

The new tax year means new savings opportunities, tax windows opening and changes in allowances. Here are a few updates for this ‘New Year’ and how we can help you kick-start the new window.

2021 Budget Summary

03/03/2021 |

Category: Wealth Management

It's probably fair to say today's budget is one of the most highly anticipated budgets due to the current global pandemic. The Wealth Management team listened in this afternoon and summarised the main points.

4 year-end tax tips that benefit your pension pot

As we head towards the end of the tax year, here are some tips which can help make the most of the money in your pension plan before the year is up.

5 reasons to get a financial health check

However you’re spending your time during this period, we recommend making time for a full financial health check.

Do you know your numbers?

To coincide with Blood Pressure UK’s ‘Know Your Numbers’ week (7th – 13th September 2020), we’re taking look at what blood pressure is, what can cause it to become too high and the steps you can take to keep it under control.

How a broker can help look after your health

When you’re looking for a health insurance policy, the marketplace can feel daunting, using a broker who specialise in health and protection, is one way to cut back on the amount of research you need to do to get the best policy for you.

Benefits of Consolidating your Pension Pots

Have you had a number of jobs over the years? When you leave a company and stop contributing to their pension scheme you don’t lose what you built up, but there could be a number of advantages in consolidating your various pensions into one.

Everything you need to know about Inheritance Tax

We discuss the main opportunities for minimising the impact of Inheritance Tax (IHT) and the importance to seek specific professional advice that is appropriate to you and your circumstances, a tailor-made solution is almost always necessary.

The Importance of a Will

Wills are never an easy topic, but an important one to have. Having a conversation with your partner and family about these difficult topics is important because losing someone, especially a spouse or partner, can have a huge impact on your finances for months or even years to come if you’re not prepared.

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