Insights and Resources

The BBC’s recent investigation into the V11 group of ex-Premier League footballers has shone a painful light on a story that’s all too familiar in…

  Here’s an example of a family who swapped long hours and stress for freedom, adventure, and connection, and how we helped them turn a…

£7 trillion is going. That’s the sum experts predict Baby Boomers will pass on to Generation X and Millennials over the coming years. This is…

£7 trillion is coming. That’s the sum experts predict Baby Boomers will pass on to Generation X and Millennials over the coming years. This is…

Women often prioritise financial security over long-term growth. Not out of caution alone, but due to a complex mix of societal, financial, and emotional factors….

  School fees. Few other subjects have the same capacity to kill holiday dreams and induce a cold sweat. They’re also higher than ever now….

Every business exit is different, and the right one takes planning. Here’s how we helped a pair of founders transition their business through an Employee Ownership…

  The government has confirmed it intends to go ahead with plans to include unused pension funds and death benefits in inheritance tax (IHT) calculations…

  At First Wealth, we provide expert, independent financial advice that helps clients live more freely and plan with confidence. Everything we do is shaped…

  Such a simple question. Such a complex answer. And such a personal matter. Working out what is enough for you can take time but…

  Like weather systems, rising taxes tend to shift capital elsewhere. And true to form, recent changes to the UK tax regime mean thousands of…

  You’ve built your financial plan. You’ve taken control of your future. But what happens if life doesn’t go to plan? Getting a financial plan…

  In business, you plan for success. But how well are you protected against the unexpected? You have probably insured your premises, equipment and vehicles,…