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New Year’s Financial Resolutions: How to set goals and stick to them

5th January, 2021

Even if you are not one to make New Year’s financial resolutions, 2021 may be the time to start. Last year was tough for all of us. We endured uncertainty, fear, lockdowns and missed or lost loved ones. Some lost their jobs or their livelihood, and many others felt the…

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An annual review of your financial affairs

1st December, 2020

To say that this year has been a roller coaster may be an understatement. We had a new government take office, Brexit, lockdown, and crazy market fluctuations to name just the biggest changes. The end of the year is usually when we take stock of how things have gone and…

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The Planning Series: Estate planning when you don’t have children

1st November, 2020

Estate planning is just as important if you don’t have children. Our Plutus Wealth team explains why and what you can do to plan ahead. A couple of months ago we talked about Inheritance Tax and how to reduce your tax bill by planning ahead. Much of that often focuses…

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The Pension Series: How to make sure you have enough money to retire

5th October, 2020

The thought of retirement can either fill you with dread or with excitement. Some can’t wait to quit the rat race and enjoy a quieter life, while others can’t imagine not working in some way. Whichever category you fall into, having enough money to retire on is something on all…

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The Planning Series: Self-funding for care needs, planning for an unknown future

5th September, 2020

If this year has taught us anything, it’s that there is no way of knowing what the future holds. While this can be frightening for many, planning for an unknown future and considering self-funding for potential care needs need not be complex or stressful. The final instalment in our Planning…

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The Planning Series: A reminder of Inheritance Tax rules

5th August, 2020

Inheritance Tax rules are perhaps one of the more frustrating taxation elements for most of us. There are plenty of reasons why, and almost as many ways to reduce your Inheritance Tax burden. In this month’s Planning Series article we offer a reminder of what the Inheritance Tax rules are.…

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The Pension Series: Balancing a UK pension and living abroad

5th July, 2020

In the second instalment of our Pension Series we take a look at successfully balancing a UK pension and living abroad. What are your options? How do you go about paying into or drawing down your pension? When do you consider transferring it? Just because you live abroad does not…

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The Insurance Series: The difference between life insurance and life assurance

24th June, 2020

Life assurance or life insurance? What’s the difference and which is the one for you? Plutus Wealth’s independent financial advisers explain the differences

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The Insurance Series: Why life insurance should be in trust

3rd April, 2020

In the second instalment of our Insurance Series we take a closer look at life insurance. It can be an extraordinary gift to your loved ones at a particularly difficult time. But with so many available options on the market, it’s often difficult to know what is best for your…

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