11 Financial ideas that will change the way you think about money

11 Financial ideas for managing your money

Your guide to organising your money

Explore articles that give deeper insights in understanding aspects of wealth management

Inheritance Tax Planning
Inheritance Tax Planning

Inheritance Tax (IT) is a tax that you pay on your estate that you pass to your beneficiaries upon death.

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Lifetime ISA
Lifetime ISA

A Lifetime ISA helps your investments grow tax free and with no tax liability on income and gains, it is certainly an option to consider when looking to buy your first home.

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Income Investing
Income Investing

Having decent level of savings is important for your future and your loved ones. However, with low interest savings rates, investing is a better option to generate a level of income can not only support your current lifestyle but also build on top of your savings.

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Stocks and Shares ISA
Stocks and Shares ISA

A Stocks and Shares ISA helps your investments grow tax free and with no tax liability on income and gains, it is certainly a wise option to minimise and save taxes.

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Why you may not have enough money left in future
Why you may not have enough money left in future

Investing in your future is important and more important is to determine if you will have enough money left. Decision to start thinking about investing in your future only comes after realisation and we look at some reasons why you may be wrong in thinking you may have enough.

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Portfolio Diversification
Portfolio Diversification

Diversification can be very simple and at the same time very complex to understand. It can have a big impact on a portfolio to reduce risk whilst not eliminating completely.

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What are Real Estate Investment Trusts (REITs)?
What are Real Estate Investment Trusts (REITs)?

REITs are companies which own income producing properties and are a great way to make money over long term. They aim to selectively develop, invest, improve or redevelop properties with a view to generate regular cash flows and distribute this back to its investors.

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4 ways to protect your savings from inflation
4 ways to protect your savings from inflation

Inflation is a measure of overall increases in prices of products and services over time. At the very least, you should consider protecting your savings from inflation. A higher inflation means you are paying more than you were in the past for the same product or service.

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Best questions to ask a wealth manager

One of the first steps to choosing the right manager for your wealth is knowing the right questions to ask. And knowing the right answers to see if they measure up to your financial goals.

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Does your wealth manager measure-up

Markets continue to fluctuate. Technology continues to disrupt. The ambitions you have for your wealth never waver, but your wealth management needs change with the dynamic world we live in. Perspectives from CFA Institute research on high-net-worth investors.

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How to marry investment strategy with tax planning

One of the first steps to choosing the right manager for your wealth is knowing the right questions to ask. And knowing the right answers to see if they measure up to your financial goals.

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