Legatum Wealth Management Ltd

18/09/2023

“Two critical lessons we learned were about getting payments in on time and enforcing our terms rigorously,” Matthew explains. Early on, Rewind Creative ran into problems with clients delaying payments or not adhering to agreements, which had an impact on cash flow and made it challenging for th...

05/08/2023

The pros and cons of selling your SME to private equity

Whether you’re looking to exit your business altogether or just release some value, private equity (PE) firms might be an interesting potential buyer. There are advantages and disadvantages to selling to PE investors, so it’s important to take all considerations into account.

05/08/2023

Lessons from growing my business: Matthew Layton, Rewind Creative

“Two critical lessons we learned were about getting payments in on time and enforcing our terms rigorously,” Matthew explains. Early on, Rewind Creative ran into problems with clients delaying payments or not adhering to agreements, which had an impact on cash flow and made it challenging for th...

05/08/2023

What could a government cap on care fees mean for you?

The government announced it was making changes to the social care system in England back in 2021. These included a social care cap: limiting the cost of personal care to £86,000 per person over a lifetime. The changes were due to come in from October 2023, but this has now been pushed back to 2025....

05/08/2023

Where are the investment opportunities in 2023?

The first half of the year could be described as a bit topsy turvy, with some high-profile failures being reported alongside companies boasting record revenues and profits. Globally, inflation has fallen but still remains high, while the ongoing war in Ukraine, geopolitical uncertainty, and record h...

05/08/2023

If you want to leave as much money as you can to the people you love after you die, here are some easy steps you can take to protect your estate from Inheritance Tax liability: https://ow.ly/NhEX50P4WAu

05/08/2023

Our Quarterly Market Update for you: https://ow.ly/aT7M50P9mhS
📈: The US market had a strong quarter, while the UK market struggled.
📈: Companies making the most of AI have seen strong returns over the past few months.
📈: Looking at the importance of being well diversified.

Our fascination with Artificial Intelligence, or AI, goes back well over 100 years at this point. From 2001: A Space Odyssey to The Matrix, questioning the role AI could have on humanity has long been one of Hollywood’s favourite topics.

05/08/2023

If you're a Small or Medium Business, you may feel you can't change much when dealing with large companies. Here are five ways to help you punch above your weight: https://ow.ly/e2Vb50PalCr

As a Small or Medium Enterprise, you may feel you don’t have much influence. Here are five ways you can punch above your weight and negotiate with large manufacturers.

05/08/2023

Finding the money to pay for care home fees can be one of the biggest financial worries you face in later life. So what are your options? Read our article to find out:

The cost of residential care has rocketed by 11% to just over £46,000 per year1 – and that’s without nursing costs. So what are your options, if you’ll be self-funding social care in later life?

05/08/2023

Welcome to Legatum Wealth Management Ltd
Legatum Wealth Management was established in 2020 with the primary focus of creating tax efficient legacy planning for individuals and their families. Using holistic financial planning models we can advise on all components of client portfolios, including but not limited to, Property re-structuring, Protection, Inheritance Tax Planning, Retirement planning and Investment planning.