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 [...]
Smart Money November / December 2024 Welcome to the November / December 2024 edition of Smart Money. Click to download
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 [...]
How to make future aspirations more attainable and less stressful Saving can bring you a level of financial freedom that transforms your life. By putting money away regularly, you create a financial cushion that can support you through [...]
Aligning investments with risk tolerance and capacity Investing is an indispensable tool for building wealth and achieving financial goals. By allocating resources to various investments, individuals can accumulate wealth over time through capital appreciation, dividends and interest. For [...]
Helping you feel more prepared for this stage of your life If you are in your 40s or 50s, you have likely contributed to a pension for quite some time. Over the years, you may have accumulated multiple [...]
Juggling careers, family care and financial pressure amid rising costs and wealth transfers Increasing longevity and evolving demographics have left many middle-aged individuals juggling careers with caring for both ageing parents and children. This issue is particularly acute [...]
How retirees are impacting their financial future by accessing pension pots too soon More than three-quarters (78%) of retirees have already dipped into their pension pots by the time they retire, according to recent data[1]. Of these, more [...]
Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year Around 7.3 million UK adults, or one in seven, encountered an attempted pension scam in the past year. Alarmingly, 14% were targeted through [...]
Should you consider estate planning and gifting for future generations? As we age or accumulate more wealth, protecting and preserving our assets for future generations becomes increasingly essential. This process, known as Inheritance Tax (IHT) planning, estate planning [...]
