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Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

Planning for long-term care costs: myth busting

Long-term care: the NHS won’t fully fund it, you won’t always need to sell your home, and gifting assets can backfire. Our experts debunk myths and stress early planning.

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Whole of life cover: The ‘secret’ inheritance tax mitigation tool

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

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Finding the right time to invest depends on your long term plans
24 September 2024 in Investing, Wealth/financial planning

Timing the market sounds like a perfect strategy. In reality, the right time to invest depends on your personal circumstances and your long-term plans.

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The secrets of calculating a wealthy retirement
22 August 2024 in Wealth/financial planning

Find out the secrets to a wealthy retirement and use our handy calculator to find out how much money you’ll have when it comes to retiring.

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Tax planning for high earners
17 July 2024 in Wealth/financial planning

Our experts explore tax planning strategies for high earners to help achieve their financial goals, build a retirement income & pass on wealth effectively.

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How family succession planning could help protect your family’s future
11 July 2024 in Wealth/financial planning

Thinking about how best to pass on your wealth? If so, our Adam and Company independent financial planners suggest asking yourself these four important questions

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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.