In times of high inflation, the potential for investments to reduce in value in real terms can cause a lot of concern for investors. In our current high inflationary period, where rates have reached 5.5%, it can be [...]
In recent years, some investors have become wary about investing in ISAs. This is understandable when it come to the performance of Cash ISAs in the last few years, which have experienced minimal growth due to low interest [...]
What is intergenerational wealth management? Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes. Increasing life expectancy and major social change mean many families need to reconsider how their [...]
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 [...]
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 [...]
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 [...]
How can I protect my wealth from inflation? 5 questions to ask before inflation really takes off Welcome to the November/December 2021 edition of Smart Money. This issue was written prior to the Chancellor of the Exchequer, Rishi [...]
Build your own financial plan Vision without action is merely a dream Welcome to the Autumn 2021 edition of Smart Money. Inside, we’ll be considering how you can plan for your retirement and the importance of starting your [...]
Are you making the most of your tax allowances? In our experience, most people don’t claim all the tax allowances they are entitled to. Some may be aware of one or two they can claim, but there [...]
Know your pension allowances 2021/22 Pensions are one of the most tax efficient investments you can have, yet many people don’t make the most of their allowances. At Grosvenor Wealth Management, we believe you should take every [...]
