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June 05, 2023 by Bridgewater

10 Smart ways to prepare for a meeting with your financial adviser

Having clear life goals is the only way to get the best out of financial plans and reviews. With that in mind, I thought I’d share my own thoughts on getting the most out of your first meeting with a new adviser, or any review meetings you have with your current financial expert.

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January 27, 2023 by Bridgewater

Top 5 financial tips for expats

In a recently published Mental Health studies, it’s suggested that 35% of expats name financial security as a worry. In order to de-stress any unnecessary challenges you may face, I’ve put together my Top Five Tips for managing your personal finances whilst living abroad:

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November 21, 2022 by Bridgewater

The Good, the Bad and the OBR

On Thursday 17 November, The Chancellor announced his much anticipated Autumn Statement. In it Jeremy Hunt outlined the three financial pillars on which he is taking the economy forward – stability, growth and public services.

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October 10, 2022 by Bridgewater

The Chancellor’s Announcement

As our new Chancellor, Kwasi Kwarteng has just announced his new growth plans, alongside the largest package of tax cuts seen for generations. This has caused, what he referred to as, “a little turbulence in the markets”. Given this gross misrepresentation of the result of his actions, I thought it might me a good time to examine some of the highlights from his announcement and what they could mean; and why you’re in safe hands with Bridgewater’s evidence based approach to investments.

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February 25, 2022 by Bridgewater

In a volatile world, take a breath

To say that the world has faced a few upsets in recent months is somewhat of an understatement. Add to that the current escalation of tension in Eastern Europe and the oncoming economic uncertainty that that will cause and you may be forgiven for questioning your current investment strategy.

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October 06, 2021 by Bridgewater

Trust us to know about Trusts

It’s widely recognised that setting up a Trust is an effective way to minimise estate taxes following death. Not only that, but they can also used to ring-fence assets out of the reach of current or future creditors, or potential divorce settlements that beneficiaries may face once an estate passes to them.

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September 13, 2021 by Bridgewater

Social Care & Wealth Protection

There are some interesting things afoot in the world of personal taxation. With two seemingly separate, but intertwined, taxes that all of us should be thinking about. They are the freeze on Inheritance Tax (IHT) and the 1.25% levy and dividend tax the Prime Minister has just introduced to help fix social care. With hidden connections and implications that could directly affect your estate.

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March 06, 2021 by Bridgewater

A good or bad budget for your personal finances?.. Let’s find out!

Rishi Sunak’s pandemic budget was certainly one of history’s more unusual Chancellor’s statements, given the circumstances in which it was delivered. The Chancellor continued to focus his attention on spending in order to help keep the UK economy and businesses afloat, as we slowly come out of the Covid-19 Pandemic. It’s widely accepted that all this spending will somehow have to be paid for further down the line.

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January 02, 2021 by Bridgewater

Goodbye 2020… Hello Brexit!

As we say goodbye to 2020, we usually look back and take stock of the events that have unfolded in the last 12 months. Well, I think we’ve all had a pretty miserable year, so let’s look forward instead. But let’s do that with this maxim in mind…

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