Wealth Design News

Wealth Design Limited Achieves Chartered Firm Status

What our Chartered status means for you? What do you look for in your firm of financial advisers? That it is ethical and puts your interests first? That its people
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HMRC questioned over IR35

MPs have warned the UK government to pay close attention to the effect IR35 tax reforms will have on the private sector and questioned the efficacy of HMRC’s status-checking tool.
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Brexit boost to UK economy?

The struggling UK economy is getting a boost from Brexit stockpiling. UK GDP grew 0.3% in the three months to the end of February, the Office for National Statistics said
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Long term care concerns

Baby Boomers are those born in the post-war period between 1946 and 1964. Many are now reaching retirement, with the final members turning 55 this year. They are the last
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A consideration of the potential impact of Brexit on direct taxation in relation to the financial planning process

Brexit and taxation are not two subjects that are mentioned in the same breath that often. But, as a leader of a support business for the financial planning sector, it’s
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Home insurance and the cost of loyalty

Loyal home insurance customers who stick with the same provider for six years or more are driving the profits in the sector, analysis from Citizens Advice suggests. The charity said
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Lifetime ISA and other retirement considerations

One of the first things you should do if you’re serious about saving for retirement is open a tax-efficient savings/investment account that’s designed for retirement saving. This kind of account
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Pension fund fee caps

A growing number of advisers and financial planners are introducing self-imposed fee caps as regulatory pressure forces a sharper focus on portfolio costs. Research published at the end of 2017
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Fully automated system for registering lasting powers of attorney

The Office of the Public Guardian for England and Wales (OPG) has included developing an online service for the register of lasting powers of attorney in their six year plan.
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