Expert Wealth Management

Read your guide to the homes of the future. From “jib doors” to prefabs, here are 8 of the biggest changes you’ll see in your home in the next decade and beyond

To round off our series of educational client events for 2020 we are delighted to welcome back Neil Bage. Neil is a Co-Founder of Be-IQ, a behavioural insights platform that is transforming how client-focused financial services companies deliver financial wellbeing. He’s become well known for helping financial planners better understand human behaviour […]

We were delighted to welcome Abraham to our virtual stage to talk about what we have learned from investing in 2020. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline, the software we use to help us understand and best advise […]

In this short note, we set out the evidence-driven approach that we use to invest our clients’ money. As you will see, it is widely supported by many wise and experienced people, from legendary investors like Warren Buffett and Jack Bogle to Nobel Laureates in finance and economics. Its not complicated, but […]

The benefits of the Mediterranean diet for increasing life expectancy and improving cholesterol have been widely researched. Your guide to eating healthily in 2021

As consumers turn away from ‘fast fashion’ and tourists look towards eco-friendly travel providers, sustainability promises to an important trend this year

Exceeding income thresholds or triggering some pension allowances could have long-lasting implications for your retirement. Here are 3 to look out for

You can download our Portfolio and Market Review for the 4th Quarter 2020 here. Download Now If you have any questions or comments we’d love to hear from you.

The current tax year will end on 5 April 2020, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to use them. Making use of appropriate allowances can help you get the most out of your money. Our guide explains seven key […]

If Sleeping Beauty had been woken from her slumbers on New Year’s Day 2021, she would have been pleasantly surprised by the value of her global equity portfolio for however long she had been asleep. Somewhat remarkably, over the past year, she would have been up for the year and blissfully unaware […]

2020 will certainly go down in history as a momentous year, with the tragedy that is Covid-19, the painful global downturn that has ensued, the major curbs on personal freedom and the end of one of the most divisive presidencies in the US, carrying the headlines. What will almost certainly be a […]

With the four nations split in their response to the coronavirus pandemic, different tier systems, lockdowns, and local restrictions could apply across the UK at the start of the new year. But with vaccine rollouts starting and the potential for more areas to come out of the higher tiers as the overall […]

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term […]

A session with Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Louis Vollebregt studied psychology with the University of Groningen and made a career in financial services. He has several decades experience in various management and sales positions with Equity & Law/AXA […]

With winter just around the corner and the days growing shorter, read our 5 top tips to help you stay positive and banish the winter blues

The final days of Donald Trump’s Presidency are turning out to be a somewhat unedifying affair. Enough said. Yet when it comes down to the returns of stock markets under different Presidents – Democrat or Republican – does it really matter who is in power? Should we change our portfolios? Can we […]

Today, government bond yields and bank deposit rates sit very substantially – and uncomfortably – below where they were 5 and 10 years ago, in negative after-inflation terms and more-or-less-zero before inflation terms. In March this year, the UK Government issued its first negative-yielding gilt borrowing £3.8 billion at -0.003% for a […]

If we could invest by simply looking at what has done well in the recent past – and by that we mean the past few years, not just months – then life would be so much simpler. Unfortunately, rearview mirror investing is not the best way to build portfolios for the future, […]

The UK has a wealth of history and culture, with plenty of great days out for you and your family. From castles and stately homes to safari parks and museums, if you’re looking for UK day trips from the Oxfordshire area this autumn, look no further. Whether for the weekend or half-term […]

Jonathan and Dom met George Kinder over 10 years ago when they were becoming increasingly disparaged by the way Financial Planning was evolving in the UK. They felt there must be a better and more connected way to help people with their financial futures. After providing such insight, they have kept in close contact with George which has led to developing our fundamental ethos at Expert Wealth Management.