When 60 is the new 45: entrepreneurs must manage tax liability
If you’re an entrepreneur, you may already know your tax liability just shot up by a third. This is because, for any earnings above £100,000,…
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(Almost) every financial lesson learned in 2024
A couple months into 2025, it’s safe to say that the financial landscape of the UK in 2024 was shaped by a combination of ongoing…
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Essential financial habits for business owners
Financial habits seem simple enough, but when it comes to wealth management for high net worth individuals and business owners, the conversation can get very…
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Have you fallen for a ‘finfluencer’ online?
The age of the finfluencer is in full swing. Today, the world’s new unexplored frontiers are rarely geographical. They’re digital. But what remains constant is…
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Retirement Planning: “the richest person in the graveyard.”
One of our clients said this a few years back when discussing retirement planning. He was quoting his father. He’s right of course. You don’t…
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Driving change with the Verve Foundation
Founded in 2021, the Verve Foundation, started as an initiative to help those made unemployed due to the Covid-19 pandemic. Now, it has evolved into…
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Staying afloat in Britain’s debt tsunami
The cost-of-living crisis is seeing Britain’s debt levels rise. At the same time, rising interest rates are pushing the price of servicing that debt upwards….
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5 minutes with Matthew France
Matthew France, Client Relationship Manager (CRM) at First Wealth, specialises in delivering excellent service to our clients. He is also studying towards his Level 4…
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The power of personal development with Mark Coles
Learn the imperative value of consistent learning, clear visions for your team, purpose, and paying it forward with Mark Coles, owner of M10 Fitness.
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What does the Ukraine crisis mean for markets
Today, it feels like the world is in a very uncertain place. Russia’s invasion of Ukraine almost seems implausible as we have taken security and…
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5 good reasons you need to beware of reacting to news headlines or “expert” pundits
The constant stream of daily market news and commentary can challenge your investment discipline. Read our five most important things every investor should remember when tempted to react to a news story or headline.
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Protect your legacy: 2 estate planning secrets every business owner should know
Inheritance Tax (IHT) can seriously reduce the amount of wealth that your loved ones will receive on your death. According to the last available data…
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3 reasons it’s important to detach your emotions when you invest
At the heart of good money management is a reasoned approach to decision-making and impartial analysis of available information. But making sound financial decisions isn’t…
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