The passing of a partner is bad enough, without the added stress of wondering what will happen to your mortgage or even the fear of losing your home. This guide from our experienced mortgage adviser, Alan Ramsden, covers [...]
Putting your money or assets into a Trust can be a tax-efficient way of taking value out of your estate for Inheritance Tax purposes. Effectively, when you transfer anything into a Trust, it’s no longer regarded as yours [...]
The UK government offers a number of legitimate ways to reduce the amount of Inheritance Tax (IHT) you pay. For example, through effective planning, you could make sure that you give friends or family gifts of assets or [...]
When you die and leave money or possessions to your loved ones, Inheritance Tax (IHT) may be due on what you leave in your estate. But the tax owed will depend on everything from the overall amount you [...]
2021 has been the year of staff growth for Grosvenor Wealth Management with five new recruits in Marketing, Compliance, Admin and Adviser teams over the last six months. GWM are very pleased to welcome on board our fifth [...]
What is Inheritance Tax? Inheritance Tax (IHT) is the tax that’s applied by HMRC on the estate of someone who has died and doesn’t leave all assets to their spouse. This covers all their property, personal possessions and [...]
This autumn has seen Financial Planner, Andrew Taylor join the growing advisor team at Grosvenor Wealth Management (GWM). A career spanning 20 years within the financial services industry, Andrew started in the banking sector before qualifying to be [...]
It is with great pleasure that we welcome back long serving GWM financial planner, Andrew Willis, to the Grosvenor Wealth Management head office. Andrew unfortunately went on long-term sickness leave in early 2021 due to [...]
Following Grosvenor’s last charity distance challenge update back in early October, the team have collectively got their running and hiking boots on and smashed the distance challenge target more than one month early! As a [...]
When it comes to investing your assets, there’s always a risk. Even if you decide to do nothing and hide your cash around your house, there’s still the risk that it will lose its value due to inflation. [...]
As a business owner, do you know when you want to retire and what you’re going to do after you step back from your business? If not, you’re not alone. Only 4% of business owners in the UK [...]
Planning for your pension is one of the most important financial decisions of your life. Yet, for many people, it’s also one of the easiest to put off. The age when you want to retire always seems a [...]
