Finding True Wealth

Welcome to our blog, Finding True Wealth. Being "wealthy" means different things to different people. For some it can refer to their money and assets but for others it may mean financial freedom and having the means to fulfil life goals etc. Here we'll include articles to help you on your way to find your "True Wealth".

As well as these articles, we produce guides from time-to-time. Click here to browse our previous guides.

Your Autumn Budget update – the key news from the chancellor’s statement

Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as “a Budget to […]

Inheritance Tax: How does the UK compare internationally?

grandchildren blowing bubbles with their grandchildren

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 works in […]

Could a financial plan give you the confidence to retire sooner?

What’s stopping you from retiring sooner? For many, it’s not just finances that are holding them back but their mindset too. If the excitement of retiring is also mixed with nerves, a financial plan could give you the confidence boost you need to take a step back from work. Finances may play a role in […]

3 insightful pieces of data that could help you remain calm during market volatility

When you read that investment markets have fallen you might feel nervous or scared about the effect it could have on your future. Emotions like these sometimes lead to impulsive decisions that aren’t always in your best interest when you consider the long term. So, read on to discover some insightful pieces of data that […]

How “lifestyle financial planning” could help you reach your goals

a couple meeting with a financial planner

The study of how psychology affects financial behaviours is fascinating. Understanding the basics could improve your relationship with money and how it influences your financial decisions. Behavioural finance looks at how psychological influences and biases affect the behaviour of investors. It aims to understand why people make certain financial choices and the effect it could […]

How understanding behavioural finance could improve your decisions

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Inheritance Tax: 5 shrewd strategies for reducing a potential bill

a grandfather playing with his granddaughter

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 […]

Inheritance Tax: The basics you need to know about the ‘death tax’

Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if it’s something you should consider as part of your estate plan. Over the next few months, you can read about the essentials you need to know, how to reduce a potential tax […]

How to boost your composure and reduce investing FOMO

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Have you ever invested due to a fear of missing out (FOMO)? Fearing that you’ll overlook the next big opportunity to grow your wealth might lead you to take on more risk or increase your exposure to a particular area or sector. Read on to find out how to boost your composure next time you’re […]

What does a labour government mean for the property market?

Labour secured a majority in the general election, and their manifesto included several pledges that could affect the property market over the coming years. Read on to discover three pledges that could have an impact. Labour has pledged to build 1.5 million new homes Over the next five years, Labour has pledged to build 1.5 […]

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