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Pensions & Retirement

Early Retirement At 55

Early retirement does not need to be pie in the sky and can be a legitimate option for some people. Retiring early is a goal for many so that you can enjoy life whilst still young and healthy. It does require some early investment, however, and isn’t always for everyone but here are the basics to remember: There are currently…
Waverton
October 13, 2022
FamilyLater Life

What does inflation mean for me and my money?

How to protect and grow your wealth over time Inflation is one of the most important factors that savers and investors must take into account when making decisions about their money. Although inflation can eat away at the purchasing power of your savings, it can also create opportunities for profit if you invest in assets that are expected to increase…
Waverton
October 10, 2022
Pensions & Retirement

Signs you’re really ready to retire

No one-size-fits-all answer to this question When is the right time to retire? There’s no one-size-fits-all answer to this question – it depends on your personal circumstances. However, there are a few things to consider that may help you decide when the right time for you is. For example, think about your financial situation. Do you have enough saved up…
Waverton
October 6, 2022
Estate & Tax

How to reduce Inheritance Tax by leaving a gift

Planning for your wealth preservation and the eventual transfer of that wealth When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth. If you’re considering making a gift to someone, there are a few things you…
Waverton
October 3, 2022
Savings & Investments

Investing Your Inheritance

Receiving a windfall in the form of inheritance can be an unexpected and sometimes unwelcome, surprise. Knowing how to use the investment wisely can be a difficult decision to make if you have options beyond mortgage or familial responsibilities. In this short blog, we lay out what your options might be but, as always, it is best to consult a…
Waverton
September 29, 2022
Pensions & Retirement

Tips for a healthy pension as you approach retirement

What really important retirement questions should you be asking? As you approach the last five years before your retirement, there will be a lot of things to consider. You’ll need to think about your finances, your health, your housing situation, and your plans for the future to live comfortably in retirement. There will be lots of questions to ask: How…
Waverton
September 26, 2022
Savings & Investments

Inflation eating your savings?

How to benefit from tax reliefs in the current financial year As your income increases, the complexity of your finances may too. Tax-efficiency is a key consideration when investing because it can make such an enormous difference to your wealth and quality of life. However, the type of investment and tax-efficiency you should be looking for depends firstly on whether…
Waverton
September 22, 2022
Business & Employment

Self-employed vulnerable to financial shocks

New research highlights that 81% aren’t seeking financial advice As more and more people reject the traditional working structure in favour of becoming self-employed, some people could be at risk of financial insecurity as they lose out on employee benefits that offer protection in the present, and financial planning for the future. New research highlights this groups vulnerability to financial…
Waverton
September 8, 2022

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