01670 505333KNOWLEDGE & RESOURCES
Recent
The importance of responsible investing
At a glance When looking at the value of a company, often financial figures will only tell part of the story. We believe considering non-financial, environmental, social and governance (ESG) elements as part of an overall view of a company can help provide a fuller picture of its potential, helping to identify different risks and […]
> Read MoreGiving the whole family a head start this tax year-end
At a glance Putting your family first When you’re in your 40s and 50s, you can sometimes feel like you’re financing three generations, not just one. Many people find themselves caught in the ‘sandwich’ generation, responsible for both their children’s future financial wellbeing and the wellbeing of their parents in later life. At the same […]
> Read MoreFive things you need to know about Inheritance Tax
At a glance We all want to do the right thing by our families. Recent research published by St. James’s Place revealed more than two-thirds (69%) of SJP clients expect to provide some form of financial support for their family at some point1. And more than one-third of those people expected that support to be in the […]
> Read MoreWeekWatch
WeekWatch Stock Take Has the season to be jolly come a bit too early? Global markets ended November in an upbeat mood. The MSCI World index registered its best month in three years, climbing nearly 9%. A similar return for the S&P 500 index represented its seventh best single month of returns in the past […]
> Read MoreGifting can help your family beat the cost-of-living crisis
At a glance We have been living with the cost-of-living crisis since late 2021. Those with young families, and young people in particular are cutting back wherever possible – a quarter of 18-34-year-olds have reduced their rainy-day savings as price rises bite, according to TSB research1. Further research from TSB revealed that more than one […]
> Read MoreWeekWatch
Stock Take Last week, a sluggish FTSE 100 suggested that markets are still nervous about the British economy, despite the UK Chancellor talking up its performance during his Autumn statement. One of the biggest highlights from the budget included a reduction in National Insurance from 12% to 10%, a tax cut for around 27 million […]
> Read MoreGET IN TOUCH
Book a Meeting
Please call 01670 505333 or send us a message using the form and our team will be very pleased to help you.
TMP Wealth Management Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy.