Chancellor Jeremy Hunt announced several tax changes from the 2023/4 tax year, including reductions in capital gains and dividend allowances. It’s important to make the most of pensions and ISAs, as well as gifting allowances. With reductions in [...]
The abundance of financial resources and advice available, while useful, comes with a challenge in itself - knowing which information you can trust. Long story short, it can be somewhat difficult to really know what’s what. In this [...]
There are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they will be financially secure if something happens to you. [...]
Over the next two years, the tax-free allowance for capital gains is being slashed by over 75%. In this article we discuss the rules on capital gains tax and five ways you can reduce your potential tax bill. [...]
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 [...]
At Grosvenor Wealth Management, we’re starting off 2023 on a high by growing our financial adviser team and expanding our level of expertise to help support our clients needs. We are very pleased to welcome on board our [...]
Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research by LV. Failing to plan to [...]
Don't miss the ISA deadline Welcome to the January/February 2023 edition of Smart Money. Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is ticking and it is important [...]
There is no shortage of important dates to be aware of which are likely to affect your financial health. We run through the key dates in 2023 you need to know about when it comes to your money. [...]
As the Christmas holidays approach and some opportunities for rest start to present themselves, December can be a good time to review your financial plan. Looking ahead to 2023, are your wealth and finances on course to achieve [...]
As we approach the holiday period, some may be considering making gifts to family members - whether that be grandparents giving money to their grandchildren, or parents helping out their children during this season of giving. So, in [...]
At GWM, we advise that your personal protection should cover all liabilities plus three years expenditure. As experienced financial advisers, we wholeheartedly believe that you should practice what you preach. One year ago, I returned to work after [...]
