Grosvenor Wealth Management

31/01/2024

Embark on your journey to monetary autonomy with our comprehensive guide, designed to help you optimise your finances and create a future-proof wealth plan. Understand your financial status, evaluate your investments, consider your family situation, and more.

Read here: https://grosvenorwealthmanagement.co.uk/journey-to-monetary-autonomy/

24/01/2024

Discover why it's about 'time in the market' and not 'timing the market' in our latest article. Uncover the pitfalls of market timing and the power of pound cost averaging for potential long-term gains. Read more here: https://grosvenorwealthmanagement.co.uk/time-in-the-market-not-timing-the-market/

15/03/2023

Following the Chancellor’s Spring Budget announcement, Jeremy Hunt is going to abolish the Lifetime Allowance (LTA). He has also increased the £40,000 annual cap on tax-free contributions to pensions. The reported annual allowance will go up to £60,000.

Following the Chancellor’s Spring Budget announcement, Jeremy Hunt is going to abolish the Lifetime Allowance (LTA) to encourage people to continue working and avoid retiring early. The LTA is the maximum anyone can contribute to a pension - which was previously set at £1.07m during the 2022/23 t...

08/03/2023

In celebration of , we're proud to announce that our Head of Finance, Karen Anderton, will be taking on the UK’s biggest female cycling event, Ride the Night London 100km, in late April to raise money for .

Women v Cancer is a series of Women only cycle challenges in aid of three British – Breast Cancer Now, Jo’s Cervical Cancer Trust and Ovarian Cancer Action – raising vital funds to fight breast, cervical and ovarian cancers.

Click on the link to support Karen and find out more about this incredible challenge.

Grosvenor Wealth Managements’ Head of Finance, Karen Anderton, will be taking on the UK's biggest female cycling event, Ride the Night London 100km, in late April to raise money for Women V Cancer. Throughout the night on the 29th April, thousands of women will unite to cycle a phenomenal 50km or ...

28/02/2023

If you’re in a position to add to your savings, private pensions are the most tax-efficient mainstream option for the majority of people. Build and tax-free growth into your planning by paying into your today, before the end of the tax year in April 2023.

Build tax relief and tax-free growth into your retirement and pension planning and pay into your pension today, before the end of the tax year in April 2023. If you’re in a position to add to your savings, private pensions are the most tax-efficient mainstream investment option for the majority of...

22/02/2023

It’s always a good idea to take advantage of your annual reliefs and allowances wherever you can. Not only does it mean that you don’t pay more tax than necessary, it also helps to improve your investment outcomes and makes it easier to achieve your financial .

Chancellor Jeremy Hunt announced several tax changes from the 2023/4 tax year, including reductions in capital gains and dividend allowances. It’s important to make the most of pensions and ISAs, as well as gifting allowances. With reductions in tax reliefs and allowances looming for 2023/4, now.....

16/02/2023

Wishing our blushing bride and incredible Analyst, Claire Leary, all the very best as she prepares to walk down the aisle today.

I hope you will all join the GWM team in wishing Claire and her soon to be husband, Tam, an unforgettable wedding day! 👰 🤵 🍾 🥂

Here's some celebratory snaps to mark this special day.

13/02/2023

There are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they will be financially secure if something happens to you. If you have a mortgage or other debts, then life cover can help to pay these off.

There are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they will be financially secure if something happens to you. If you have a mortgage or other debts, then life cover can help to pay these

13/02/2023

In the early years of your career your can often feel like a far away prospect. Yet, as you enter your 50s, the lifestyle your final pot could afford you comes into focus. This is why for your retirement sooner rather than later helps to avoid any potential surprises in the future.

There are many considerations when it comes to your phased and full retirement planning, but fundamentally, the sooner you take advice the more likely it is ...

01/02/2023

A recent survey found that parents began saving for their children’s key life moments when they were five years old, with 27% saying they started before their child reached their first birthday.

Every parent wants to give their child the best possible start in life, but what are the best ways to invest for your child's future?

When we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your descendants might look to you for financial support, and many routes you could take in funding them, if you so choose. All children, regardless of means,....

09/01/2023

In the January/February edition of , we take a look at using or losing your ISA allowances, getting your retirement plans in motion, protecting your families finances and tracing lost pensions.

https://grosvenorwealthmanagement.co.uk/smart-money-january-february-2023/