Our Latest News & Insights
The Beaufort Wealth Management News & Insights section has been designed to provide our clients with access to our personal finance magazines and financial guides which feature informative and relevant financial news. Click on our magazines and guides below to view them.
Protecting your loved ones with a Will
Providing greater control over your assets and protection for those who matter A Will can help you put your financial affairs in order, plan your
Five questions to ask yourself before retirement
Are you doing enough today to give yourself the freedom and choices you want tomorrow? Retirement should be something to look forward to, not a
Inheritance Tax gift rule many families may be overlooking
72% of UK adults unaware gifts from surplus income are IHT-exempt For many families, gifting money to children or grandchildren is simply a way to
What will retirement look like for you?
Practical ideas for creating a purposeful and enjoyable next chapter Retirement is one of life’s major milestones, bringing greater freedom but also a significant change
The 15 million workers heading for a retirement disaster
Future pensioners risk being poorer than today’s retirees unless action is taken Retirement may feel like a distant concern for many working people, but a
Offshore Bonds: A tax-efficient route to passing on wealth
The wealth transfer strategy more families are exploring As changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) rules take effect, many investors may
Are you unknowingly paying an effective 60% tax rate?
The hidden tax trap that could be costing higher earners thousands With wages rising and frozen tax thresholds pushing more people into higher tax bands,
Beat the 2027 Inheritance Tax changes
Why a junior pension could be a smart family move For many families, passing wealth down to future generations has long been an important part
A new era for Individual Savings Account planning
Are you making the most of your options in a changing tax landscape? For many years, pensions have been regarded as one of the most