Dealing With Change
How Financial Advice Can Help You Deal With Life’s Changes People frequently have a very different understanding of financial advice than what it actually entails. There’s a widespread belief that advice is simply concerned with selecting sound investments which is... Read More →
5 Crucial Things To Consider When Reviewing Your Estate Plan
Have you experienced any life changes like getting married or divorced recently? Or perhaps you are welcoming children or grandchildren into your family? The fact is change is inevitable and it often requires you to adjust your plans. As you... Read More →
Top 5 Mistakes HNWI Make With Their Finances
Thomas Rogerson, Wealth Management Director at Pyrmont Wealth, has helped high-net-worth individuals (HNWI) make the most of their life and finances for over the past decade. A dual-licensed (UK and HK) expert financial planner who works with busy, successful, individuals... Read More →
Top Ten Ways To Reduce UK Inheritance Tax
Top Ten Ways To Reduce UK Inheritance Tax If you are a UK resident or if you have assets in the UK, your estate will be susceptible to Inheritance Tax (IHT) when you pass away. For those who have an... Read More →
EOY Planning: Review Your Financial Needs and Goals
Taking the time to think about what you really want from your investments. As 2021 comes to a close, it’s natural to think about where you’ve been and where you’d like to go. During this time, you might also be... Read More →
5 Advantages of Involving Your Family In Your Financial Plans
Do you involve your family in your financial plans? Financial planning is a critical process for financial success but many choose to take care of it alone or with their partner. However, there are a number of advantages that come... Read More →
Do You Distrust Your Heirs More Than You Dislike HMRC?
As silly a question as that may seem it is a real statement made by former Chancellor Roy Jenkins who once described Inheritance Tax as “a voluntary levy paid by those who distrust their heirs more than they dislike the... Read More →
