Welcome to the latest edition of our Window on Wealth Spring 2024 wealth management newsletter. This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Wealth management articles
How to manage your pension at 55
Reaching age 55 is when many people can start drawing pension income or it may prompt a review of finances and more in-depth retirement planning. If you are reaching 55 now or in the near future, our article outlines what you should be thinking about in relation to retirement.
Auto Insight Magazine – Pension Reforms
In the latest edition of the SMTA magazine Auto Insight, Chartered Financial Planner Richard Libberton discusses pension reforms and how these could affect your pension funds, saving opportunities and retirement strategies.
Saving vs investing when interest rates are high
Saving vs investing. As a financial planner, the most common question I have been asked during our client meetings over the last few months is ‘should I keep my money in my bank account now that the rates are high?’  Here we outline to pros and cons.
Window on Wealth Autumn 2023
Welcome to the latest edition of our Window on Wealth Autumn 2023 wealth management newsletter. This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Million more to pay tax on savings
With rising interest rates and frozen thresholds set to force over one million extra taxpayers to pay taxes on their savings interest this tax year, we look at how you can avoid paying tax on savings.