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GWA Investment Webinar – Make the most of your year end tax reliefs

27 January 2022

Yes, you can contribute to someone else’s Pension

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 2

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Year End Tax Planning Opportunities

Tuesday 5 April 2022 marks the end of the tax year. Make sure you use your current tax allowances and reliefs, which can help secure your long-term financial plans.

Autumn Budget 2021 – What you need to know

Following on our Budget Highlights article yesterday we have dug a little deeper into the Chancellor's Autumn Budget announcement.

Global Markets Performance Update – 2021 Quarter 3

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

Autumn 2021 Newsletter

Our latest newsletter highlights the importance of understanding inheritance tax, demystifies ethical investing and celebrates a number of staff promotions with our team.

Putting Your Money Where Your Morals Are

We take a look at the options and also the misconceptions around ethical investing.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 1

Inheritance Tax (IHT), once only the bane of the wealthiest, is now a charge that affects a wide cross-section of society. In this article we try to shed light on some of the complex rules surrounding IHT.

Webinar Recording: Will I have enough money to retire?

In this webinar we will explain, using some some simple software, how easy planning for the future can be.

Pension Scams Becoming More Widespread

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Global Markets Performance Update – 2021 Quarter 2

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…