Insights and Resources

On the 30th October 2024, Chancellor Rachel Reeves delivered the most anticipated autumn budget in years. Shrouded in rumour, leaks and – let’s face it…

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…

Cashflow modelling exists to literally ‘Show [you] the money!’ Remember that old film about the ethical sports agent, Jerry Maguire? He must get his only…

The question of investment risk is one that plays out in every area of life. We all make some 3,000 decisions a day. Cross the…

The UK has just seen two record years for start-ups – a staggering 800,000 in 2020-21 plus 753,000 the following year; only a tiny fraction…

The annual climate summit, known this year as COP28, has just finished. So, what is the interplay between COP28 and wealth? Can this big, glitzy…

Some data suggests the housing market may have bottomed. After the turmoil of recent years, one of the UK’s favourite dinner party conversation topics could…

Business resilience. It’s a phrase often bandied around. But what does it mean – and, more importantly, how can you get it for your enterprise?…

Petra Spirkova joined First Wealth this month as a Chartered Financial Planner. With many years of experience in the profession under her belt, Petra has…

When Chancellor Jeremy Hunt presents his Autumn Statement to Parliament on 22 November 2023, pundits say we should expect changes to tax-efficient investing and saving….

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….

Sterling is weak – and has been for some time. While this is unlikely to be a source of national pride, it does bring some…

Creating a tax plan can seem daunting, especially when difficult times like those we face now usually mean difficult choices. As the UK faces multiple…