Pension Inheritance Tax Changes – What You Need to Know
The Autumn Budget 2024 delivered its fair share of surprises. But nearly a year on, there’s one significant change that still stands out. How…
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Beyond the Spotlight: Financial Planning for Creatives
Whether you’re centre stage, onscreen, or behind the scenes making it all happen, your career is anything but ordinary. But with creative freedom and…
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Spread Risk, Strengthen Your Plan: Why Diversification Matters
We all know you need to take a risk at times. But how can you take the right risks with your wealth and make…
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Financial Planning: What Every Athlete Needs to Know
You’ve put everything into your career as an athlete. The early starts, late nights, the sacrifices. Whether you’re breaking through, in your prime, or approaching…
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2025 tax year end: five words from a wealth manager
The 2025 tax year end is on Saturday 5 April 2025. This means you have until the Friday afternoon to max out your allowances and…
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Trust in your financial planner
Finance is based on trust. “I promise to pay the bearer on demand the sum of ten pounds,” writes the chief cashier of the Bank…
Read moreWhat a housebuilding boom might do for your money
Is a housebuilding boom on its way? Difficult to say… Housebuilding has never quite equalled our passion for the end product in Britain. We love…
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A big Autumn Budget
On the 30th October 2024, Chancellor Rachel Reeves delivered the most anticipated autumn budget in years. Shrouded in rumour, leaks and – let’s face it…
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Retirement Planning: “the richest person in the graveyard.”
One of our clients said this a few years back when discussing retirement planning. He was quoting his father. He’s right of course. You don’t…
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Cashflow modelling to show you the money
Cashflow modelling exists to literally ‘Show [you] the money!’ Remember that old film about the ethical sports agent, Jerry Maguire? He must get his only…
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First Wealth excel in ARC investment risk review
The question of investment risk is one that plays out in every area of life. We all make some 3,000 decisions a day. Cross the…
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From entrepreneur to unicorn company: a First Wealth guide
The UK has just seen two record years for start-ups – a staggering 800,000 in 2020-21 plus 753,000 the following year; only a tiny fraction…
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COP28 and Your Wealth
The annual climate summit, known this year as COP28, has just finished. So, what is the interplay between COP28 and wealth? Can this big, glitzy…
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