Wealth/financial planning
Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here.
A recent survey found that only 11% of British adults kept their 2023 New Years resolutions. With such a low success rate country-wide, how can you ensure that you make your resolutions work for you – and ensure that you stick to them?
Investing in certain shares listed on the Alternative Investment Market (AIM) could be a useful way to manage inheritance tax (IHT). Find out more.
It's important to protect and manage your finances in a divorce. We explain the role of a financial planner in divorce and how we can help.
Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with CGWM’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.
In this article, we look at the benefits of gifting your surplus income to family members and how this can help reduce inheritance tax.
Read our summary of the Chancellor’s Autumn Statement, in which we examine how the Chancellor’s announcements may impact you.
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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.