Latest News | Shorts Wealth Management

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.

22nd July 2021

The Rise of Second Homes

The number of people purchasing second properties in the UK has boomed according to government figures, with the total number of second homes rising 30% over the past five years.

15th July 2021

Coming in from the cold: Tax Planning for families

The freezing of many tax thresholds and allowances has increased the importance of family tax planning.

9th July 2021

Dividends recover in 2021

Last year many companies were forced to cut or suspend dividend payments. This year, the reverse is happening and dividends are generally on the up.

23rd March 2021

6 Factors That Affect Retirement Income

If you are starting to plan for retirement, you may be thinking about the level of pension income you need. In this guide, we look at the factors that will affect your retirement income, and how you can plan for them...

16th March 2021

Restricted vs Independent Financial Advice

When you are looking for a financial adviser, it can be difficult to tell the difference between independent and restricted firms. More importantly, it is not always clear which option best suits your circumstances.

12th March 2021

A Guide to the New NS&I Green Savings Bond

With climate change becoming an urgent priority, and interest rates at an historic low point, the 2021 Budget announced the introduction of Green Savings Bonds. These are intended to encourage savers to help fund environmentally-friendly projects.

8th March 2021

Should I Be Worried About Inflation?

In the wake of the Covid19 pandemic, inflation has been fairly flat over the last year. But economic activity is starting to pick up again, with strong rebounds predicted for the coming 12 months.

15th February 2021

Brexit and Your Pension: The Key Things to Know in 2021

On 31st December 2020, the UK and the EU finally reached a deal over Brexit. But there are still several points of uncertainty, with few people fully understanding how the deal will affect important areas of their lives. Pensions are one area of...