Latest News | Shorts Wealth Management

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...

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...