S Johnson Wealth Management LLP

02/08/2024

Are you approaching retirement? Our latest newsletter may offer some useful tips to help you retire happy.

If you are lucky, you will live long enough to retire and hopefully for a while after.

20/06/2024

Sustainable investing - what is it? Check out our latest newsletter to find out

Steve outlines why you should consider sustainable and thematic investments in your portfolio.

28/02/2023

Worried about Inheritance Tax? Our latest newsletter may help you decide if gifting is the correct option for you

Steve looks at Inheritance Tax and potential issues that should be considered before gifting.

13/01/2023

Our latest post explains when it is best not to invest -

...seems a strange thing to say given that our business is involved in personalised investing. There are times however when investing is not a good idea and I consider this further below. When Not to Invest or at least pause for thought and go through this list: Objectives First work out what you wa...

01/09/2022

Should you be holding cash?

So – somebody asks you what money is? You obviously know what money is but how do you define it? What are the good and bad bits of having cash in the bank? Market Commentary American property prices start falling, UK prices to follow? Big ticket spending slows, inflation to follow over the coming ...

23/06/2022

Our latest newsletter about Worldwide investing is now live on the website. https://www.riskandreturn.co.uk/post/the-world-is-your-lobster-1

25/05/2022

Recent global events have continued to cause considerable volatility in the financial markets. In our latest newsletter we discuss these events and our views of their ongoing effects - https://www.riskandreturn.co.uk/post/covid-inflation-interest-rates-ukraine

03/03/2022

As we approach the end of the tax year it is important to consider your available tax allowances, some of which are 'use it or lose it' allowances. Please see our latest newsletter for further details.

Steve touches on some of the UK tax allowances.

21/02/2022

Our latest Newsletter is available to read on our website -

Steve goes over some guidelines for managing your money.

11/12/2021

Are you in the current account savings trap or curious as to what it is?

Find out more here and how to get out of it:

We take a closer look at what the current account savings trap is and how to get out of it

10/12/2021

Landlords have an important role to play in ensuring that their properties meet the government's health and safety requirements.

It can be costly, but this article explains more on how to fund a renovation more affordably:

Landlords have a responsibility to ensure that their properties meet the Government’s health and safety requirements, as well as being at a good standard to attract renters

09/12/2021

Over the festive holidays, the pension payday may change for some people.

Read here to find out if it will affect you:

Full details of changes next month due to festive bank holidays.