Wealth Planning

Written by Stuart Beaver, Senior Wealth Planner

In the realm of retirement planning, a significant gender gap persists, casting a shadow over the long-term financial security of women. In this article, Mehareen Ali, Senior Wealth Planner at SG Kleinwort Hambros helps us to understand and address these barriers to further close the pension gap.

At the heart of Kleinwort Hambros’s investment philosophy are three simple objectives: Get the big decisions right, take risk only when risk is well rewarded and avoid large losses. These maxims also apply to the process of wealth planning.

This Budget saw Chancellor Rishi Sunak attempt to balance the demands of the government’s Covid-19 response with the need to ensure the sustainability of the UK’s public finances. Reconciling calls for continued support with manifesto promises proved to be a delicate balancing act.

With the end of the tax year on the horizon it is worth considering whether you have made the most of your allowances in the current tax year. The current UK tax year ends on 5th April 2024 and now is a good time to look at various allowances available to you.

Do emotions affect our wealth?

It’s important for business owners to protect their own wealth as well as their company’s. Andrew Dixon, Head of UK & International Wealth Planning at Kleinwort Hambros, knows how.

Women can build financial confidence in many ways. A good place to start is discovering how they attach emotions to their relationship with money.

In uncertain times, it is more important than ever to know where we are heading and how we want to get there.