Latest News | Shorts Wealth Management

15th January 2020

Simplifying the inheritance tax rules

Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning

16th December 2019

Planning ahead for income in retirement

One of the best tools for looking at the future is using long-term cash ﬂow planning to project expenditure and the income needed to meet it in retirement

27th November 2019

Many are still under-saving for retirement

Auto-enrolment has increased the number of people in workplace pensions, yet review suggested around 12m people are still under-saving for retirement.

19th November 2019

Taking a long-term view with investments?

Brexit and tensions in various parts of the world have unsurprisingly all made private investors have become more nervous about long term investments.

21st October 2019

Never under-estimate the value of investment advice

The recent failure of a promoter of high return investments was a reminder of the dangers of being lured by headline numbers alone.

7th October 2019

Are you making wise Investment decisions?

25th September 2019

Understanding your Pension Rights After Divorce

When it comes to dividing up assets on divorce, pension rights can turn out to be one of the most valuable elements – and often the most overlooked

9th September 2019

Dreaming of retirement at 65?

If this year’s summer holiday makes you dream of retirement, don't get ahead of yourself. You might well be working beyond 65.

27th August 2019

Are your pension contributions enough for a comfortable retirement?

Pension contributions have recently risen for many people, but the increase may still not be enough to fund a comfortable retirement

23rd July 2019

Do your Personal Finances need a clear out?

Working out what investments, savings and insurance cover you have, why each one is there and whether you still need it can be a daunting, but ultimately rewarding task.

7th April 2019

Making your will the right way

Like all legal documents, your will must meet certain requirements.

6th February 2019

Ethical investment for sustainable returns

Demand from investors has been growing for funds that combine financial returns with a social conscience. Over £16.7 billion is under management in ethical funds, a threefold increase over the past 10 years.