INVESTMENT NEWS AND FINANCIAL INSIGHTS

If you have a lump sum of money, for example from an inheritance, you may be unsure what to do with it. What is

Estate Planning is the process of managing assets in the event of incapacity or death. Your possessions, property, pensions and money are all part

Trusts make it possible to make gifts to others while keeping control over these gifts. Usually when you set up a Trust you can

Four Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management. As a Senior Partner of St. James’s Place, our clients can benefit

In the 2018/19 tax year a record total of £5.4 billion* was paid in Inheritance Tax. As house prices rise, an increasing number of

Retirement planning can be a very time consuming and complex process. Decisions made at retirement can be irrevocable and affect how you live the

Pension rules and regulations are complex and frequently change. Here are some common questions our financial advisers are asked about retirement. Can I retire

Putting money away for children or grandchildren is a good way to teach your children about saving money and will help give them a

Unless you are expecting to retire with more money than you could ever spend, you need to be mindful of how much of your

Saving for a child or grandchild will help to give them a head start in life and help to teach them about money and

When you are in your 50’s, your financial priorities are likely to be changing. Your children are likely to be financially independent, you may

If you have a money purchase pension scheme, an annuity is one way of receiving income when you retire. Many people are worried about

Your financial circumstances are likely to change when you reach your 50’s and your priorities will be shifting. For example, you may be close

At Four Wealth Management, we hear many misconceptions about taking Financial Advice. We have addressed a few of the most common misunderstandings we hear

Estate Planning is the process of managing assets in the event of incapacity or death. Your possessions, property, pensions and money are all part

Selling your small business can be very complex and time consuming. There will be several things that you need to consider before you sell.

Many small business owners are too busy running their business to consider managing their own finances. Here are some tips for small business owners

Whether you are approaching retirement, are planning for your future or want to set up or review existing retirement planning strategies, our experienced advisers

A Will is vital in Inheritance Tax (IHT) planning and it is important to ensure it is planned correctly and well written to avoid ambiguity. Mistakes

When passing wealth onto children and grandchildren, you may consider using a Trust as they allow you to keep control over money that you