Exploring strategies to secure your family’s financial future The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the 2012/13 tax year[1] to £7.5 billion in the [...]
Now is the time to make sure you know how much you need to save As you enter your 50s, retirement looms larger on the horizon, making it crucial to ensure your finances are optimally positioned. This stage [...]
Are your finances on the right track as you approach this new chapter? As we approach our 50s and 60s, retirement looms on the horizon, promising a well-deserved break from decades of hard work. Whether your future plans [...]
The power of reinvesting dividends for long-term growth Dividends represent the portion of a company’s profits distributed to its shareholders. When you own shares in a company that declares a dividend, you receive a share of those profits. [...]
Financial strategies are not immune to the impacts of life’s changes As the new year approaches, it brings a sense of renewal and opportunity—an ideal time to pause and evaluate your financial plans. This annual reflection is important [...]
Financial status plays a significant role in retirement happiness Retirement is a time many look forward to—a reward for years of hard work with the promise of relaxation and enjoyment. However, a key question persists: how much money [...]
Pensions can be confusing, but there is an alternative way to help keep on top of them In today’s fast-paced world, many individuals have multiple pension plans collected over their working life. Whether through changes in employment or [...]
Grosvenor Wealth Management is delighted to share our recent podcast collaboration with HB Accountants featuring Andrew Willis, a Financial Planner with over 30 years of experience. Andrew provided valuable insights tailored to help individuals and business owners confidently navigate [...]
Many people do not engage in crucial conversations regarding the lifestyle they envision As we approach one of life’s most significant transitions—retirement—many people do not engage in crucial conversations about the lifestyle they envision or assess whether they’re [...]
Contemplating a return to work after a significant absence or considering a phased return? In what some call ‘The Great Unretirement’, many retirees are re-entering the workforce. The reasons for this trend are as varied as the individuals [...]
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential future scenarios. Over the past 50 years, a ‘hard stop’ or ‘transitional’ retirement [...]
Do you have potential shortfalls and need to address these gaps? First and foremost, let’s explore how your pension operates. When you contribute to a personal or defined contribution workplace pension, your payments are invested in various investment [...]
