Latest News | Shorts Wealth Management

6th December 2021

National Savings Green Bond

National Savings & Investments (NS&I) has released more details of its Green Savings Bond, originally announced in the spring Budget.

19th November 2021

No Fault Divorce comes to England and Wales

With divorce petitions and enquiries ticking up in early 2021, an important change to divorce law due next year may see figures increase further.

10th November 2021

Managing Student Finance

Most students in England, Wales and Northern Ireland now take out loans to cover tuition fees and living costs, with an average debt of £45,000 for 2020 graduates. Focusing on this figure, however, can be misleading. The way these loans are structure

29th October 2021

The Return of Inflation?

Inflation has picked up sharply in recent months. With inflation uncertainty set to remain, it makes sense to review your investments now.

29th October 2021

A new style retirement for changing times?

Alongside adaptations to working life, the pandemic may also be changing retirement patterns and expectations.

20th October 2021

Pension Triple Lock Falls to Double

Next April’s increases to State pensions will now follow a less expected, and less expensive, path. What percentage increase should apply to State pensions in 2022?

13th October 2021

Income Protection: The simple safety net

Income protection insures a portion of your take-home salary and will pay out if you are unable to work through ill-health.

8th October 2021

Important Changes for the Self-Employed

It was a busy summer for government announcements for the self-employed. Important tax changes are worth bearing in mind for the future.

9th September 2021

The Future of Inheritance Tax

Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever.

20th August 2021

Responsible Investing and ‘Greenwashing’

There has been huge growth in the number of ‘sustainable’ and ‘responsible investment’ funds, which now look at a company’s environmental, social and governance (ESG) track record as part of the investment process.

15th August 2021

Portfolio Rebalancing

A portfolio created several years ago can alter over time without the changes being obvious. The names on the investment will generally be the same, as will your share/unit holdings, but much may have happened underneath.

9th August 2021

Investment: Handling high markets

Most of the world’s major stock markets are at or close to their all-time highs, but that is not necessarily a reason to stop investing.