In the wake of tough trading conditions for traditional clothing retailers such as Next, M&S and Debenhams, investors have placed high expectations on the success of their internet based counterparts.…
Read more →
The 2018 thewealthnet’s Top Financial Planning Companies recognises organisations that provide a high level of financial planning services to clients, and we are delighted that our team’s professionalism and commitment…
Read more →
Pension carry forward – Use it or Lose it Tighter restrictions in recent years have slashed the annual allowance an individual can pay into their pension while receiving tax relief…
Read more →
In late December, our Chief Market Strategist, Mike Ingram discussed with Proactive Investor his views on what may happen in the markets in 2018. To view please click here.
… Read more →
We are delighted to be able to support friends George Randell and Oli Glanville in their ambitious challenge to row across the Atlantic. The race is over 3000 miles, between…
Read more →
David Bone has been appointed as Head of Compliance for WHIreland’s international wealth management arm in the Isle of Man as the firm continues to build on its success as…
Read more →
WHIreland announces two new senior hires as the Group continues to expand its Wealth Management business in the regions
As part of its…
Read more →
Christy Morrison, Head of Wealth Planning, reviews Inheritance Tax and the new Residential Nil Rate Band. Inheritance Tax (IHT) is the tax levied on your estate when you die. An…
Read more →
David Edwards, Head of Charity Services, reviews the termination of the WM Charity Index. State Street’s recent decision to terminate its popular Charity Fund Monitor – or the WM Charity…
Read more →
We are delighted to announce that we have entered into an operational outsourcing agreement with SEI Investments (Europe) Limited (SEI) for the provision of custody services to our clients.
SEI…
Read more →