Latest Blogs in Wealth Management
Ian Piper
23rd April 2020 Family Investment Companies: Pass on wealth IHT efficiently

Business owners who have built up a valuable private investment company (holding cash, private or quoted equity and/or property), accumulated either from scratch or after the sale of a trading company subsidiary, will be all too aware that the lack of entitlement to Business Property Relief (BPR) creates a problematic inheritance tax (IHT) exposure. So…

Matilda Mawson
25th September 2020 2019/20 Pension Savings Statement – Request yours today!

  If you have made contributions to a registered pension scheme of more than £40,000 in the tax year, your scheme administrator should automatically send you a pension savings statement by 6 October 2020. This will detail your total pension input for the 2019/20 tax year as well as your pension input for the 3…

Adrian Mackenzie
19th June 2020 Socially Responsible Investing

Every day more people are starting to think about environmental issues, such as climate change, social issues and our impact on the world around us, plus the sustainability of it all. But what can we do about it when it comes to investing your capital?   What do all the many different definitions and terms…

Jodie Pheby
24th February 2020 How taking a pension lump sum could save you money

  If you reached state pension age after 6 April 2016 and deferred taking your pension, you will receive a higher weekly amount when you start receiving it. However, if you reached state pension age before 6 April 2016 there is a second option, which is to receive a state pension lump sum rather than…

Adrian Mackenzie
13th May 2019 Putting Time On Your Side

    How can you increase your chances of a successful investment in equities/stocks and shares ?   Please find attached a short paper by Fidelity International on this question.   One of the other most important points is the value in getting advice and making sure any investments chosen are appropriate to your individual…

Adrian Mackenzie
25th March 2019 When doing nothing is best

From time to time, stock markets go through periods of uncertainty. This could be down to some poor economic news or perhaps due to a political crisis.  The sharp falls that can be experienced at such times are understandably unsettling for investors. They can even tempt some to change their long-term plan by selling their…

Adrian Mackenzie
7th February 2019 Beware of pension investment scams

The Insolvency Service has urged individuals saving for retirement to protect their pension pots from criminals and ‘negligent trustees’.   Research carried out by the Service found that criminals use a range of tactics to convince savers to part with their funds, including persuading individuals to access their pension and invest in unregulated schemes.  …

Adrian Mackenzie
18th December 2018 Financial Services Apprenticeship Scheme

We are pleased to announce that our wealth management department are looking to introduce a Financial Services Apprenticeship scheme.   The aim of this scheme is to identify local talented individuals and help them to develop into the next generation of financial advisers/ planners and be part of our successful wealth management team.   Once…

Victoria Stokes
13th September 2018 Wealth Preservation Seminar – Planning for the future

Whiting & Partners host their second annual Wealth Preservation Event at Huntingdon Racecourse on Wednesday 24 October. Discover how to manage your wealth effectively with advice from experts in investment strategy as well as tax and financial planning. The free event will welcome speakers from Whiting & Partners Tax and Wealth Management departments as well…

Keith Day
30th August 2018 Preparing for Retirement

Retiring early is the dream for all of us, it is a chance to do more of what you enjoy, yet unsurprisingly the majority of us have never tried to calculate how much money we will need to save to live comfortably in retirement.  Your likely income needs will depend upon whether in retirement you…