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New Year, New Start to Your Finances

Taking Time to Understand Your Financial Plans Will Really Pay Off. At the start of every year we have great intentions, as financial promises are renewed. Getting our financial life in order will be a top priority for many as we enter 2021. Consider focusing on two key areas: goals related to being prepared for the unexpected this year, and…
Waverton
January 27, 2021
Waverton Wealth

Waverton Wealth Planning pledges support to the Global Ethical Finance Initiative’s Path to COP26.

Waverton Wealth Planning pledges support to the Global Ethical Finance Initiative’s Path to COP26. While the festivals and fun normally found in Edinburgh have been postponed by the pandemic, there is one unique and worthwhile group that continues to operate, albeit remotely. The Global Ethical Finance Initiative, or GEFI to its friends, has been busy gathering forces in preparation for…
Waverton
January 22, 2021
Budgeting & Financial habits

5 Healthy Financial Habits You Shouldn’t Ignore

How to get your finances in order to make more of your money. Do you feel like your financial life has been turned upside down during the coronavirus (COVID-19) pandemic? Or, has the start of the new year focused you on getting your finances in order to make more of your money? Whatever the answer is, it’s important to adopt…
Waverton
January 19, 2021
Pensions & Retirement

Take it to the Max

How to make the most of the various pension allowances. Saving into a pension is one of the most tax-efficient ways to save for your retirement. Not only do pensions enable you to grow your retirement savings largely free of tax, but they also provide tax relief on the contributions you make. There are various pension allowances that you need…
Waverton
January 12, 2021
Pensions & Retirement

Rewritten Retirement Rules

In 2015, the retirement rules were rewritten. The rules, which came into effect from 6 April 2015, have changed the way people take money out of their pensions, with new freedoms and options available to anyone over the age of 55. Pension freedom tax rules allow members of defined contribution pension schemes to access their pension savings early, provided they…
Waverton
January 7, 2021
Family

Supporting Younger Generations

Giving Grandchildren Financial Security is an Important Goal for Many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give a financial boost – whether it’s a loan or a gift – to the younger generation, it can be enormously rewarding for you too. Even during the current coronavirus (COVID-19)…
Waverton
January 5, 2021
Pensions & Retirement

Happiness is Freedom

With Greater Freedom Comes Greater Responsibility ‘The secret to happiness is freedom’ wrote the ancient Greek historian Thucydides. And with the introduction of the pension freedom rules, those aged over 55 now have far greater freedom of choice over how they use their pension pot to fund their retirement years. When pension freedoms commenced during the tax year 2014/15, it…
Waverton
December 16, 2020
Protection

The Critical Factor

Life-Changing Cover, For Life-Changing Events The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. If you were to become critically ill and could not earn a living, would your family cope financially,…
Waverton
December 11, 2020

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