The true value of financial advice clearly goes well beyond simply maximising the monetary value of a client’s portfolio. As we progress through life’s journey, the major events that confront us all certainly come with financial costs. However, they also generate an array of emotions and feelings, and the provision of advice has a critical […]
Category archives: Wealth
Becoming a financial wellbeing ‘all-rounder’
Financial wellbeing is closely aligned with the control people have over their financial future. People with high levels tend to meet their long-term financial goals and have a clear idea about what makes them happy and what they want from life. This allows them to identify and achieve more meaningful life goals before and during […]
Grandparents increased generosity during the pandemic
Most grandparents are familiar with the financial challenges faced by their grandchildren as they progress through education and into the world of full-time work. Costs such as university tuition fees can leave upcoming generations with substantial debts even before they enter the workplace, making it harder for them to save for a deposit on their […]
Wealth – In the news
ESG assets will exceed £36.5trn by 2025 ESG assets are forecast to exceed £36.5trn – over a third of projected global assets – by 2025, according to Bloomberg Intelligence1. The analysis comes as environmental, social and governance factors are becoming increasingly important to investors across the globe. Adeline Diab, Head of ESG and Thematic Investing […]
LPA overhaul? – consultation launched
During the summer, the Ministry of Justice launched a 12-week consultation into the process of registering and creating a Lasting Power of Attorney (LPA). A handy component of intergenerational wealth planning, LPAs are legal documents, introduced in 2007 to replace the Enduring Power of Attorney, that allow one person (the ‘donor’) to appoint another (the […]
Reasons for economic optimism in the autumn months
Over the summer months, forecasting agencies took turns to upgrade their growth projections for developed nations as a succession of strong economic data was released. For example, in its latest assessment, the International Monetary Fund (IMF) increased its combined 2021 growth forecast for advanced economies by half a percentage point, primarily due to the success […]
