Insights and Resources

Carole Spiers shares how a culture of listening starts at the top, and her tips on maintaining a positive mindset in light of negative situations.

Josh Katz discusses how he started up his two critically acclaimed restaurants, and talks about the impact of Coronavirus on the hospitality industry.

Listen as Iain Anderson divulges tips from his 25 years’ experience in communications on how business leaders can collaborate effectively in even the most world-altering events.

Hear from behavioural expert Neil Bage on how ‘lazy’ decisions might actually be shrewd ones, and the often-underestimated power of ‘sleeping on it’.

Unhappy with the service and input from his existing financial adviser, Graham switched to First Wealth for a more proactive and holistic service that could…

In this case study we will look at how Mrs Jones moved from an actively managed portfolio to an evidence-based approach.

The word ‘ahoy!’ is an old maritime warning, usually used when either a ship or land was sighted in the distance as a warning to…

It is that time of year when scams are rife. In the last few weeks, three First Wealth team members alone have received the same…

In this case study we will look at: ● How Mrs Taylor wanted to mitigate a potential £2.6million future Inheritance Tax (IHT) bill ● The…

Looking backwards or forwards If we could invest by simply looking at what has done well in the recent past – and by that we…

In the past few months, it might appear – at least to some – that making money in markets is easy – just buy Tesla…

In many of our articles, we have touched upon the trinity of higher-risk investments for the purposes of tax relief: Venture Capital Trusts (VCT) Enterprise…

A Guide to Intergenerational Tax Planning (2020/2021)