KNOWLEDGE & RESOURCES

Featured Article

Recent

Why higher taxes make pension and ISA planning crucial

As the tax burden on Britons is set to reach its highest level since the 1950s, it’s increasingly important to use your tax-efficient pension and ISA allowances together Britons will soon face the highest level of tax since the 1950s1, making it more important than ever that your financial plans involve both pensions and ISAs […]

> Read More

Five ways to maximise your retirement savings

Follow these simple rules to give your pension pot a boost Saving for retirement can feel so daunting that many of us would understandably prefer to avoid thinking about it. But there are also some very compelling reasons for overcoming that hurdle and seeing it as an opportunity as well as a challenge. The responsibility […]

> Read More

The tax-savvy way to give the next generation a financial head start

When you’ve got more than your own situation to consider, managing your finances can sometimes feel like spinning plates. You could be trying to make the most of your investments while also beginning to think about retirement and what you need to put in place for that. Moreover, there are certain periods in life when […]

> Read More

The importance of arranging a power of attorney

Have you considered what would happen if you could no longer manage your financial affairs yourself, or make other important decisions concerning your health and welfare? Many people believe that their next of kin or another close relative or friend would simply be able to pick up the reins on their behalf. However, that would […]

> Read More

Most investors should ignore the risk of major macro events

Joe Wiggins, Director of Liquid Markets at St. James’s Place, on investing through turbulent times. Russia’s attack on Ukraine is the latest macro event that has investors concerned about equity markets. Further incursions are likely to have profound human consequences. But investors would do well ignore the market volatility and uncertainty that will accompany any escalation – […]

> Read More

The value of advice in later-life planning

Your adviser can help you find the confidence to know you’re heading for a secure financial future The era when everyone knew what their retirement would look like – when you reached a certain age, were given a carriage clock and finished working for good – has long gone. Instead, because of the greater pension […]

> Read More
Load More

GET 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 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 our Privacy Policy or the St. James’s Place Privacy Policy.