A trip of lifetime, more time with loved ones, securing financial freedom - these are just a few things people think of as you get closer to retirement. But what do you need to do to ensure you [...]
The pre-state pension gap is the amount of money you need to retire earlier than the state pension age of 68 - but the cost of retiring early can run into tens of thousands. For example, someone who [...]
Retirement can be an emotional time, many life changes are occurring and it’s very normal to feel a little bit strange. Financial questions and concerns are usually the main reason people don’t feel emotionally prepared to retire. It [...]
A trip of lifetime, more time with loved ones, securing financial freedom - these are just a few things people think of as you get closer to retirement. But what do you need to do to ensure you [...]
At Grosvenor Wealth Management, we’re starting off 2023 on a high by growing our financial adviser team and expanding our level of expertise to help support our clients needs. We are very pleased to welcome on board our [...]
A financial adviser can help you to grow and protect your wealth over the course of your life. However, they fall into two main types: independent financial advisers (IFAs) and non-independent advisers, sometimes known as restricted advisers. [...]
With five new recruits joining the firm throughout 2022, Grosvenor Wealth Management is on the rise and we’re not planning on stopping our growth journey just yet. The expansion of our adviser, admin and finance teams just highlights [...]
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 [...]
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 [...]
