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Please see below for a range of useful blog posts, resources and latest news stories which may be of interest to you.

Videos

1 Aug 2019

Company Owners

Posted by - Glen Callow

1 Aug 2019

Pensions Advice and Retirement Planning

Posted by - Glen Callow

3 Jun 2019

Independent Financial Advice and Financial Planning

Posted by - Glen Callow

11 Jan 2019

Welcome to Prime Wealth

Posted by - Glen Callow

Resources

28 Nov 2019

2019 Q4 Quarterly Market Outlook

Posted by - Glen Callow

Investors have scarcely been able to turn on their television sets or look at their phones in recent weeks without being presented with some pressing issue which seems to merit their attention. A flood of headlines have appeared seemingly all at once: the protests in Hong Kong; the air strikes on a major Saudi oil facility; and the first incipient moves to impeach President Trump. All that and more on top, of course, of the two issues which never seem to get resolved: the US-China trade war and the unending Brexit saga.

9 Oct 2019

Taking an Income at Retirement

Posted by - Glen Callow

There comes a time when you stop working for your money and put your money to work for you. For most people, that is retirement. The decisions you make then could have repercussions for the rest of your life, and in recent years there have been some major changes to the retirement choices you can make with your pensions.

9 Oct 2019

Saving For Retirement

Posted by - Glen Callow

Retirement is something most of us look forward to particularly on a Monday morning. However, those thoughts are often little more than a whimsical cocktail of not having to work and prolonged holidays. The reality could be rather different, particularly if your retirement date is some way off.

18 Sep 2019

Introduction to Prime Wealth

Posted by - Glen Callow

Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs.

22 May 2019

Business Succession Planning

Posted by - Glen Callow

If you are a business owner, business succession planning and insurance is important. It is simply the process of planning for what you want to happen if you (or your co-owner, if you have one) were to die or fall seriously ill. If this happens, family and business partners can be left in a complex situation. In some instances, the business ends up in the wrong hands, in others the business can fail. These issues apply to sole traders, partners and shareholders in limited companies, and all of this can be avoided with some sensible succession planning.

22 May 2019

Financial Protection for You and Your Family

Posted by - Glen Callow

Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row. Everything else rests upon this bottom layer and, should the worst happen and your income stop, the whole house can come tumbling down. Life and health insurance protection underpins most good financial planning. These types of insurance can ensure that, if the worst should happen, the right amount of money will reach the right hands at the right time.

23 Jan 2019

Pensions Tax Planning for High Earners

Posted by - Glen Callow

If you are a high-earner and feel you are paying more and more tax, you are not alone. More than one in seven income tax payers are taxed at the higher, additional or top rate and they pay about two thirds of all income tax. This guide explores a key tax planning opportunity: making pension contributions. Pension contributions qualify for tax relief at your highest rate, which may be 40% or 45%. The effective rate of relief could be up to 60%, or even higher, if your pension contributions help you to avoid the withdrawal of child benefit or your personal allowance.

23 Jan 2019

Year End Tax Planning 2018/19

Posted by - Glen Callow

There are many different reliefs and allowances to take advantage of throughout the tax year. As the year-end approaches this guide offers some advice on the core opportunities you should be thinking about. With tips affecting income and investment, for couples, company directors and employees, there will be something for everyone. We also have some essential tips for those making their estate plans. The advice included here forms the base of a good financial plan for the year.

Latest News

19 Dec 2019

Johnson and the matter of tax

Posted by - Glen Callow

Boris Johnson has said his Government will announce a post-Brexit “tax cutting budget” within the first 100 days of being elected if the...

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19 Dec 2019

Woodford’s protégé under the spotlight

Posted by - Glen Callow

Invesco fund manager Mark Barnett is under fire from the board of the £680milllion investment trust he manages after a run of poor performa...

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19 Dec 2019

House price rises despite Brexit looming large

Posted by - Glen Callow

UK house prices were 2.1% higher last month then they were a year ago at an average price of £234,625, according to the Halifax House Price...

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19 Dec 2019

Property funds in trouble

Posted by - Glen Callow

Investors pulled almost £3bn out of UK property funds over the past year, highlighting the toll that extended Brexit uncertainty and high s...

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13 Dec 2019

A Conservative victory: now what?

Posted by - Glen Callow

The Conservative Party’s 2019 manifesto is now the starting point for the government agenda for the next five years. The majority which th...

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