Latest News | Shorts Wealth Management

businessman considering his tax position

5th August 2022

Could you join the one in five?

If you are not a higher rate taxpayer now, you may be soon

5th August 2022

Cashing in on savings?

The era of near zero interest rates is ending, but are your savings benefiting?

4th May 2022

Counting the cost of the frozen tax landscape

The cost of living squeeze looks likely to be further constricted from April as rising taxes bite. How can you plan for the effect?

28th April 2022

Are you saving in the right ISA?

Despite bumpy stock markets, the returns on stocks and shares ISAs comfortably outperformed those from cash ISAs over the past year.

15th April 2022

Gifting from income and other estate planning options

The question marks hanging over inheritance tax (IHT) have disappeared, but as the impact of the tax on individuals and families is growing, there are strategies to mitigate your liability.

7th April 2022

The only way is up: handling inflation

After years of slumber, the inflation dragon is stirring. Are you prepared to meet the challenge?

30th March 2022

Spring Reset: Personal Finance Myth-busters

Like many areas of life, personal finance has its own set of stubborn myths that keep cropping up. Since spring is traditionally a time for sweeping out the cobwebs, let’s clear up some persistent misunderstandings.

5th March 2022

The Cost of Retirement: Setting your own standard

New research confirms many people are experiencing the growing gap between what the State pension provides and a comfortable retirement.

13th February 2022

Are you squirrelling away too much cash?

A recent strategy paper published by the Financial Conduct Authority (FCA) stated, “Many consumers who might gain from investing currently hold their savings in cash.”