Wilton Group Ltd

04/07/2024

Pension Operators/Administrators - Property Administration Services Offering

Following the recent introduction of enhanced customer care duty and due diligence by the FCA for ex*****on only SIPP providers, Wilton Property Services are here to assist with your property administration needs. Our industry experienced team, qualified up to RICS standards, can provide in-house advice to the Trustee on all property compliance matters as well as assisting in administering the properties within the SIPP and SASS portfolio’s. Please refer to the attached presentation for a closer look at the services we provide

https://acrobat.adobe.com/id/urn:aaid:sc:EU:4916c4e3-ea95-4a21-8f2f-55b177b163a1

21/10/2022

Following the widespread criticism of Kwasi Kwarteng’s mini-Budget, incoming Chancellor Jeremy Hunt has reversed a number of tax reforms and scaled back energy support.

Our tax specialists have identified the key announcements from this latest Budget, and outlined their potential influence on UK taxpayers for the coming months and years.

To access the article, follow the link below. If you would like one of our experts to review your tax bill, please do not hesitate to get in touch.

https://www.wiltongroup.com/what-does-jeremy-hunts-mini-budget-mean-for-your-personal-finances/

Our tax team have identified the key announcements from this latest Budget, and outlined their potential influence on UK taxpayers for the coming months and years. If you would like one of our experts to review your tax bill, please do not hesitate to get in touch.

20/10/2022

We are delighted to announce that Cambridge Orthopaedic Labs Ltd (COL) have received FDA clearance for the use of PolyArmour™ in the US.

Their ground-breaking PolyArmour™ technology – a non-invasive, external fixator – is set to transform the treatment of bone fractures across the world.

As they continue their journey towards commercialization, this is a significant milestone for the company. To find out more, follow the link below.

https://lnkd.in/eePhk8tR

Cambridge Orthopaedic Labs (COL) is a medical device company that has developed a ground-breaking non-invasive external fixator (PolyArmour) for the treatment of broken bones.

22/09/2022

Marc Reale, one of our Wealth Managers, was featured in this summer's Family Office Magazine, providing industry leading insight on the impact of this year’s historic interest rate rises.
https://www.familyofficemag.com/_files/ugd/cf7a10_7f49fdd398c44e80a86c68b363c55518.pdf

As he has stated on page 27, ‘it can be difficult to know how to react to increases in interest rates, especially as it is the first time they have gone up so quickly in almost a generation. It might, therefore, be worth reviewing your holdings with an experienced Wealth Manager.’

If you would like us to review your holdings, or if you require any other financial advice, please do not hesitate to get in touch.

03/08/2022

Meet Dawn – our ‘Big Four’ Manager, Group Operations Director and DIY Enthusiast. We are nothing without .

Over the last few months, we have been introducing some of the individuals that make us Wilton.

https://www.wiltongroup.com/meet-dawn-our-big-four-manager-group-operations-director-and-diy-enthusiast/

Isle of Man native Dawn Ashall forms part of our Senior Management Team as Group Operations Director - bolstering Wilton’s Family Office and Business Support Team with more than 25 years of experience.

21/07/2022

We were delighted this month to speak to students of St Benedict’s at their biennial Careers Fair – to mark the 120th anniversary of their opening.

With over 250 students involved, Group CEO Tony Flanagan had a number of engaging conversations about career paths, recruitment and how to navigate the changing professional landscape.

If you are looking for mentorship – or would like us to attend your own Careers Fair – please do not hesitate to get in touch.

https://www.wiltongroup.com/inspiring-the-next-generation-at-st-benedicts-careers-fair/

On the 120th anniversary of the school’s opening, Wilton attended the St Benedict’s Career Fair this month to speak to and inspire the next generation of professionals.

22/06/2022

The inaugural Wilton Cup took place this month – attended by over 150 Durham students and raising upwards of £1,300 for charity.

As shirt sponsors for Durham University Football Club for over 10 years, we have been delighted to support by providing playing equipment, coaching staff as well as funding for tours.

We are tremendously proud of this long-lasting relationship and – despite our recent foray into the international sports arena – take great pride in our tangible impact on grassroots and community sport.

➡️ https://www.wiltongroup.com/the-wilton-cup-marks-the-start-of-summer-for-durham-university-students/

This month, the inaugural Wilton Cup – slated to become an annual event at Durham University – was attended by over 150 students, raising £1,327 for our chosen charity in the process.

09/06/2022

Meet Mark – our Bristol Newbie, Senior Pensions Administrator and Up & Coming Stand-Up Comedian

We are nothing without .

Over the last few months, we have been introducing some of the individuals that make us Wilton.

https://www.wiltongroup.com/meet-mark-our-bristol-newbie-senior-pensions-administrator-and-up-coming-stand-up-comedian/

We are nothing without Our People. Introducing some of the individuals that make us Wilton.

20/05/2022

Wilton members of staff, friends and family – from across the UK – will be in attendance for Bristol Bears’ season finale against Exeter Chiefs. With their place in next year’s Premiership secure, it promises to be a party atmosphere at Ashton Gate – as both sides look to end the season on a high.

Having initially sponsored several match ball games for the Bristol Bears, we came onboard as official partners in 2019 – a golden time for the club which saw them win the European Challenge Cup for the first time.

Here’s to many more golden years – and a win tonight!

https://www.wiltongroup.com/wilton-staff-show-their-support-as-curtain-closes-on-another-year-of-bristol-bears-sponsorship/

Over 30 Wilton members of staff – from across the UK – will be in attendance for Bristol Bears’ season finale against Exeter Chiefs this Friday.

18/05/2022

– we are pleased to announce that Wilton has been included in this year’s Spear's 500 Wealth Management Index.

Known as the definitive guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals, milestones such as these are further proof of our strengthened position on the world stage.

To find out more, follow the link below.

https://www.wiltongroup.com/spears-500/

We are pleased to announce that, for the first time in our history, members of our team have been included in the Spear’s 500 Index.

10/05/2022

: start the new tax year by boosting your take-home earnings and maximising your tax allowance.

One of our Wealth Managers has explained how in just a few simple steps.

If you would like one of our specialists to assist with your tax bill, please do not hesitate to get in touch.

https://www.wiltongroup.com/tax-season-2022-start-the-new-tax-year-by-boosting-your-take-home-earnings-and-maximising-your-tax-allowance/

One of our Wealth Managers, Marc Reale, has explained how in just a few simple steps. If you would like one of our specialists to review your tax bill, please do not hesitate to get in touch.

05/05/2022

Death, tax & rising interest rates: our view of today’s Monetary Policy Committee announcement ⬇️

Rising interest rates have become the only certainty in a year otherwise marked by uncertainty. One of our Wealth Managers, Marc Reale, has explained this trend below.

https://lnkd.in/g34yas-w

For more information, please get in touch.

Death, tax & rising interest rates: one of our Wealth Managers has explained this month’s Monetary Policy Committee announcement.