Latest News within Wealth Management

While the economic consequences of lockdown saw many households struggle, others have been able to save far more than usual.

The phrase ‘putting your affairs in order’ is quite commonly used, but what exactly does this process entail? We’ve written this blog to help explain in detail what may be involved in the process and we also highlight some of the key things you will need to consider along the way.

We are certainly living through strange times. But for some of us it is stranger than for others. As the saying goes – we are all in the same storm, but we are not all in the same boat.

During the Derbyshire Time Business Awards our Partner Jillian Thomas won the Lifetime Achievement Award.

With your Christmas preparations, starting soon is the key to saving money. If you leave your shopping to the last minute, not only do you have to face the 23rd December high street chaos, you’ll miss out on the excellent deals that many retailers offer early in the festive shopping season.

There was scarcely a mention of the ‘P’ word in October’s Budget speech (believe us, we were listening closely for it!). Instead, Hammond used the Budget speech as an opportunity to unveil his ‘rabbit in the hat’ changes to income tax thresholds, an increase in NHS mental health funding and a ban on future PFI contracts.

Banner Jones Wealth Management is backing the Sheffield Sharks by sponsoring fan favourite Dirk Williams on his return to the team.

It’s well known life begins at forty. Doesn’t it?

It should be an exciting decade, full of plans and aspirations. It’s also likely to be a time of optimum earning potential.

As autumn approaches many students are preparing to start university for the first time. For most, this will mean leaving the place they grew up in behind as they embark on a life far from their home comforts. This will bring with it plenty of new academic opportunities, and likely many late night takeaways too.

The Bank of Mum and Dad is a well-known concept and we all hate to see our children struggle financially, which is why many parents continue to support their children well into adulthood. Instead of being ‘empty nesters’, many parents discover that their offspring return to the family home straight after university (that is if they ever left in the first place!) due to the problems of getting a foot on the property ladder.

Since the Brexit vote, ‘staycations’ have become increasingly popular. This is unsurprising – for many people, going to the bureau de change has become an uncomfortable experience of seeing their hard-earned pounds transformed into a pitiful equivalent of euros or US dollars.

Keeping track of your pension can be difficult at the best of times, and if you have multiple pots it can seem nigh on impossible. Fortunately, we have some top tips to help.

When we think about what we leave behind when we die, the majority of us take an approach that gives little regard to the vast amount of digital assets we hold.

Being a grandparent is an exciting time of life. You get all the enjoyment of doing fun activities with your grandchildren but can hand them back at the end of the day. Part of that pleasure is knowing that you can help them financially. Often you’re at a stage of your life where you’re comfortably off and in a position where you want to give a helping hand to the next generation.

Before World War One, Britain was undoubtedly the global economic superpower – a role now played by the USA and soon to be filled by China. However, the war had a crippling effect on the British economy and is widely considered to be the start of Britain’s gradual decline from the global superpower it once was.