Latest News | Shorts Wealth Management

15th January 2021

Transitioning to Retirement: A Short Guide

Planning for retirement can be an exciting time, but is also daunting for many people. After the predictable security of a working life, you will be faced with choices you have never had to deal with before. Retirement gives you permission to live...

8th January 2021

How to Invest Ethically in 2021

There is a perception that ethical investing is a niche area which appeals mainly to the younger generation and committed environmentalists. But the demand for ethical and sustainable investing has reached new levels in recent years. Investors are...

1st January 2021

How Much Should I Have in My Pension at 40?

Age 40 is an important milestone. Many of us go through life believing that by 40, we will have achieved many of our life goals, whether these are related to career, business, or family. Most people hope to own a home by the time they are 40, and...

24th November 2020

How Might the US Election Impact Your Investments?

Voters have turned out in record numbers and there are clearly strong feelings on both sides. As with any world event, there will be an impact on the economy, and as a result, financial markets. But how is this election likely...

24th November 2020

What is ESG Investing and Why Should You Consider it for Your Portfolio?

Ethical investing has been around for many years, but has not always been considered mainstream. Most investment companies offered one or two ‘ethical’ options, which were generally equity-based rather than covering a range of risk appetites...

24th November 2020

5 Errors to Avoid When Creating Your Estate Plan

When most people think about a financial plan, they think about pensions, investments and achieving their lifetime goals. Estate planning is often a lower priority, which is understandable. After all, no one wants to think about what will happen...

24th November 2020

Choosing an Investment Strategy for Your Pension

Your pension might be the most important investment you ever make. Your retirement plan should help you achieve your goals and maintain financial security in your later years. Pensions are more flexible than they have ever been, and can provide...

14th May 2020

Beware of COVID-19 pension scammers

Whilst we are largely seeing the COVID-19 situation bring out the best in the majority of people it has also unearthed some of the very worst - those people who see the current crisis as an 'opportunity' to con older people out of their life savings.

1st May 2020

The COVID-19 pandemic

The spread of COVID-19 has changed the outlook for everyone. It’s a worrying time for everyone looking to safeguard livelihoods and financial futures.

26th March 2020

Our offices may be closed, but you can still contact us

In what continue to be challenging, unique and unprecedented times our offices are now both closed following Monday evening's announcement by the Prime Minister. Our team are now working almost entirely from home to support our clients

18th March 2020

Covid-19 and our services

In light of the latest advice issued by the government on Monday 16th March, we have issued the following statement:

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