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7 questions to ask when evaluating your wealth manager

While it may be tempting to let your wealth manager run on autopilot, it is not always advisable. Ultimately, it is your wealth that’s at stake. It is down to you to monitor what your wealth manager does and make the decision to switch if necessary. Here are the key questions to ask: 1. How […]

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BPR, Inheritance & Succession, Inheritance Tax, Property, Tax, Wealth Management

Reducing inheritance tax via business property relief

Mitigating Inheritance Tax through Business Property Relief is an increasingly popular strategy. Here, Ian Battersby, Business Development Director at Seneca Partners, tells findaWEALTHMANAGER.com why. Why is it that affluent individuals are looking for alternative ways to reduce the IHT bill which will eventually be due on their estate? The traditional methods for mitigating Inheritance Tax […]

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CEO Desk, CEO's Desk, Investment Performance, Investment Portfolio, Wealth Management, Wealth Mana

Market correction – What do you need to be concerned about?

Is the 6-year bull market run coming to an abrupt end? The stock market correction has been brutal over the past week with a significant sell-off in global financial assets. You should be concerned. Not concerned that the world is going to end but how some of your savings and investments are positioned in this […]

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Annuity, Divorce, Pension, Retirement, Shoosmith, Wealth Management

Pension-splitting and divorce – What you need to know

Rising divorce rates among the over-60s has put the issue of splitting pensions in the spotlight, explains Chris Longbottom, Head of Family Law at Shoosmiths’ Manchester office. On the back of well publicised increases of those over 60 seeking divorce – perhaps due to the stigma of divorce being less of an issue to a […]

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