• Wealth Management
    & Employee Benefits:
    01225 334000
Request a call

Wealth Management News

News in May 2017
24 May 2017 Business owners more prepared for generational wealth transfer

Business owners are better prepared to pass on their wealth, according to a global study by RBC Wealth Management. The research showed that almost two-fifths (39%) of high net worth business owners in the United States, Canada and the UK have a full wealth transfer plan in place compare...

17 May 2017 Retirement incomes hit highest level since 2014

Retirement incomes have reached a 33-month high, according to a report from personal finance website Moneyfacts. The latest Moneyfacts Personal Pension and Annuity Trends Treasury Report reveals a second consecutive quarter of growth, with the average retirement income (based on someone...

10 May 2017 Majority of the UK´s self-employed don´t have a retirement plan

The UK lags behind most of the world when it comes to retirement planning among the self-employed. New research carried out by insurer Aegon in 15 countries reveals that only 44% of self-employed people in the UK have a retirement plan, compared to 60% globally. And only one in ten have...

04 May 2017 Investors should avoid ´dash for cash´, says Royal London

New figures from HM Revenue and Customs show that investors continue to favour cash ISAs, despite the relatively low rate of return offered by these savings accounts over the long term. Aggregate figures for 2014/15 and 2015/16 reveal that around £120bn was deposited into cash ISAs ove...

Request a call


Thank you for your request. We will be in contact as soon as possible.