Wealth Management is commonly thought of as an advisory service for personal finance and investment. While this certainly is an important role for a Wealth Manager, what can sometimes be overlooked is how they can also benefit business [...]
There can be some confusion about the service that a Wealth Manager can provide and how they can benefit their client’s financial goals. As a qualified IFA, a Wealth Manager can advise on any and all aspects of [...]
What are the key financial dates to consider? With inflation rising and speculation of interest rate rises to compensate, households are likely to see a significant jump in their monthly outgoings over the coming year. For investors, the [...]
Buying a new home is an exciting time, but it can also be a minefield if you don’t have the right knowledge and support to help you through the process. One of the ways that first time buyers [...]
New Year's Tax Saving Resolutions Make full use of your relevant tax planning opportunities Welcome to the January/February 2022 edition of Smart Money. In this edition, we look at the tax saving resolutions you can take to make sure [...]
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 [...]
