Latest News | Shorts Wealth Management

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...

15th February 2021

Will the UK Introduce a Wealth Tax?

The UK budget deficit is currently forecast as £394 billion for 2020/2021. A deficit of some degree is entirely normal, but to put this in context, the 2019/2020 deficit was £56 billion. This suggests that the Covid19 pandemic has cost the UK...

9th February 2021

6 Tips on Choosing the Right Financial Adviser

Choosing the right financial adviser can be tricky. Should you rely on adviser directories or stick with personal recommendations?
How can you tell if a firm is legitimate? What are the warning signs you should be looking for? And just as...

7th February 2021

NS&I Premium Bonds: Are They a Good Investment?

With interest rates at an all-time low and the economy uncertain, many investors are looking for a stable investment option. National Savings and Investments (NS&I) offer a range of accounts with different features, interest rates and tax treatments.

18th January 2021

What is the Value of Financial Planning?

A study undertaken by Vanguard suggests that using a financial adviser can add as much as 3% per annum to your investment returns. This concept is referred to as ‘Adviser Alpha,’ and breaks down some of the ways in which advice can offer real...