Blog - Page 16 of 23 - Solutions Wealth Management
Independent Financial Advisers
Inheritance Tax: How does the UK compare internationally?
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read on to find out more. Over the last few months, you’ve read about how IHT […]
74% of financial advice from social media leads to an “undesired outcome”
There’s an abundance of unregulated financial advice available, and research suggests it could harm your security and long-term plans. Whether you receive advice through social media or follow the financial decisions of friends, you could take more risk than is appropriate or miss out on opportunities. Read on to discover some of the potential perils […]
5 practical questions to consider when you’re naming a Lasting Power of Attorney
Who you choose to act on your behalf if you lose mental capacity is an important decision. You want to select someone you trust and you feel confident could act in your best interest should you need them to. So, read on to discover five practical questions you might want to answer when you’re setting […]
How to join the pension treasure hunt and discover “lost” savings
You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. Read on to find out why you might have lost pensions and how to rediscover them. 29 October 2024 marks National Pension Tracing Day and the campaign urges you to join the pension treasure hunt. […]
Investment market update: August 2024
August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to find out what may have affected your investments. Many market indices saw sharp falls early in August sparked by fears that the US is on track for a recession. However, investors are likely to have experienced some […]
How “lifestyle financial planning” could help you reach your goals
Effectively managing your finances to get the most out of your assets often means going beyond paying into a pension regularly or selecting a fund to invest through. That’s why lifestyle financial planning could help you better align your finances with the life you want to lead now and in the future. Financial advice alone […]
Inheritance Tax: 5 shrewd strategies for reducing a potential bill
If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away. Last month, you read about what IHT is and when estates become liable to pay it. Now, read on to discover some of the shrewd strategies you […]
Investment market update: July 2024
In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the US. Read on to find out what else affected investment markets in July 2024. Uncertainty and numerous other factors may affect the value of your investment portfolio. However, for most investors, long-term […]
4 pragmatic ways your pension could create long-term security for you and your partner
Deciding how to sustainably access your pension is often a big decision. If you’re planning with a partner, you might have an added layer of complexity – how can you make sure they’d be financially secure if you pass away first? It may be a question that’s difficult to consider. Yet, if your finances are […]
3 fundamental questions to answer if you’re investing for children
Building a nest egg for your child or grandchild could give them a head start when they reach adulthood. It might allow them to pursue further education, get on the property ladder, or even enjoy a gap year. While saving is one option you might want to consider, investing for children could yield higher returns. […]