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Protection – help in a changing world

Protection – help in a changing world

by Stuart Rothwell | Oct 27, 2021 | Assets, Investments, Liberty news, Planning, Preserving, Protection

Life before Covid now seems like a very distant memory. It’s easy to overlook how suddenly it seemed to unfold, moving rapidly from the periphery of our lives to changing everything within a matter of weeks. Little wonder, then, that so many felt unprepared for it,...
Weddings – the tax benefits

Weddings – the tax benefits

by Stuart Rothwell | Oct 26, 2021 | Growing, Inheritance, Investments, Liberty news, Planning, Tax

Not only is there huge pent-up demand after COVID-19 restrictions forced thousands of couples to cancel their big day, but surviving lockdown together also seems to have spurred many into making a lifelong commitment. In November wedding-planning website Hitched...
Being a new parent is exhausting – protection and planning

Being a new parent is exhausting – protection and planning

by Stuart Rothwell | Oct 25, 2021 | Income, Liberty news, Next generation, Pensions, Planning, Preserving, Protection, Women

Of course, you were prepared for sleepless nights, colic and 3am nappy changes, but you probably didn’t expect you would need a degree in civil engineering to collapse your buggy, squeeze it into the car, then get it back up again! And it’s more often than not the...
Income protection – why you should protect yourself

Income protection – why you should protect yourself

by Stuart Rothwell | Oct 22, 2021 | Economy, Income, Liberty news, Planning, Preserving, Protection

Everyone knows they need to insure their car, their home and anything precious, from pets to bicycles. But the breakout of the COVID-19 pandemic was a classic example of what’s known as a ‘black swan’ – the sudden appearance of something that’s previously considered...
Responsible investing & ESG: What gets measured gets managed

Responsible investing & ESG: What gets measured gets managed

by Stuart Rothwell | Oct 19, 2021 | Community, Diversity, Economy, Planning, Preserving, Protection, St. James’s Place News, Sustainability

Most investors want to help the environment. But some companies have exaggerated what they do in this area, known as greenwashing. In response, investors are demanding more and better information. To avoid accusations of greenwashing, companies must be fully...
The tax jargon buster

The tax jargon buster

by Stuart Rothwell | Oct 1, 2021 | Assets, Estate Planning, Planning, St. James’s Place News, Tax

When it comes to navigating the world of financial services, there’s one barrier that many people struggle to overcome – the jargon. Unless you’re an expert or you have experience in the industry, you likely won’t go far before coming across a term that you don’t...
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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

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Integrity. Excellence. Trust.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

© Liberty Wealth Management Ltd

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