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Wealth Management & Growh, Sheffield
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WMG IFA, Paul Wells
WMG Video Norm and Prudence
State pension equality means increases for all
The State Pension Age (SPA) became equal for men and women for the first time, at age 65, on 6 November 2018. Read More
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State pension sees rise thanks to the triple lock
A 2.6% rise in the single tier state pension was announced in the 2018 Budget. Read More
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Inflation eating into the value of savings
Inflation still outpaces nearly all available deposit rates. Read More
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The risks of late estate planning
Imagine you are named as the executor and a beneficiary of your wife’s wealthy aunt. You learn that she is suffering from terminal cancer and has ‘a very impaired lifespan’. What do you do? Read More
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Unmarried couples lack the rights of married couples
Two recent events have shone different lights on the government’s view of unmarried couples. Read More
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The Budget: an end to austerity?
The 2018 Budget – delivered on a Monday for the first time since 1962 – produced a number of surprises, not least some high-profile ‘giveaways’. Read More
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2018: The story so far
The third quarter of 2018 showed mixed results for global stock markets. Read More
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More people working past 65
Do you fancy working once you have reached age 65? The trend of rising employment levels is not limited to working-age people, according to the latest employment statistics from the Office for National Statistics. Read More
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A different view on tax reform
A leading think tank has proposed a radical shake up of the UK tax system. Read More
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Class 2 NICs here to stay
The Chancellor has changed his mind – again – on National Insurance Contributions (NICs) for the self-employed. The Treasury has revealed that Class 2 NICs will remain for at least the rest of this Parliament. Read More
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Losing interest in cash ISAs
The popularity of cash ISAs is continuing to wane, according to new statistics from HMRC. With inflation persistently above interest rates, it’s not hard to imagine why. Read More
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Trick or treat? The Chancellor calls the 2018 Budget for late October
The 2018 Budget has been set for Monday 29 October, setting a deadline for speculation and proposals. Read More
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The record S&P 500 bull run
The US stock market set a new record for the longest-ever bull market in August. Read More
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Student loan interest rates increase
The rates charged on student loans rose at the start of September. Read More
Slowing down our old age
A paper published in August by the Office for National Statistics (ONS) casts new light on life expectancies in the UK. Read More
Interest rates creeping up after nine years
The Bank of England increased the base interest rate in August to 0.75% – the second increase in 12 months. Read More
Record inheritance tax revenues ahead of simplification review
2017/18 produced record inheritance tax (IHT) receipts according to HMRC data published in July. Read More
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