Our Best Blog Posts Of 2014

Our Favourite Articles of 2014…

As we say goodbye to another fantastic year at Expert Wealth Management, we look back at some of our favourite and most insightful blog articles. The blog posts cover a variety of key topics, including important information on retirement, university and trust planning.

Financial Planning For Entrepreneurs: Key Tips

This article was really insightful, especially if you are or have ambitions of becoming an entrepreneur. It is really important to plan your finances when beginning a new project and this post discussed how you can start your plan and what you can do afterwards. It covered all the important documents you will need, for example, a cash flow forecast and balance sheet.

The plan also examined the importance of insurance and how external factors can impact on your business and therefore contingency planning is vital. In addition, you should make sure you have the correct insurance cover and estate plan in place.

If you want to find out more about financial planning, click here.


10 Things You Need To Know Before Selling Your Property

Selling a property can be a difficult and stressful time, and this simple guide tried to make that process easier and a less daunting experience.  It covered key areas such as how to sell your property and whether you should sell at an auction, privately or use quick sell agents.

There can also be hidden costs when selling your property and this article clearly stated all the costs you can expect, along with an estimate, these included agency fees, solicitor fees, or survey costs.

If you want to find out more about selling your property, click here.


Trust Planning & Gifting: An Overview

If you are planning to give a financial gift for goodwill/ inheritance purposes, or if you are wanting to preserve your wealth for your beneficiaries then detailed trust planning is vital.

This article examined how to reduce your inheritance tax exposure and the qualifying charities that can help you, such as HMRC or CASC. If you are considering make a donation then you need to be certain that the charity is a qualified charity and this blog post explains how to find this out.

If you want to find out more about trust planning, click here


Planning Finances To Support Your Children In University

Tuition Fees have risen dramatically over the last couple of years and therefore supporting your child through university has become a more difficult challenge.

This article examined how you can break down your savings which is vital as many experts predict the total cost of student debt is around£60,000.  The post also examined potential education savings products and how you can develop an education savings strategy.

If you want to find out more about university financing, click here.  


Travelling The Word In Retirement: The Ideal Destinations

This was an interesting read, especially if you are looking to retire soon and wanted to research the best holiday destinations. It covered a variety of places, some well recognised places such as Las Vegas but also unconventional locations like space!

However, all these holidays do come with financial commitment and therefore retirement planning is very important.

If you are interested in visiting new destinations, or want to know more about retirement planning, then click here


5 Reasons Why You Should Save Money

Saving your money can be very difficult, and at times it can feel as if your money is simply not stretching far enough. However, this article discusses why it is so crucial to save your finances.

By saving money it can help with emotional and mental reassurance, particularly important if you or your partner is ever made redundant.

If you want to find out more about saving your finances, click here


We hope you found these articles useful and insightful, and should you need any more information about the topics covered then get in touch with us on 01993 772 467 or contact us online.


About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.

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Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. MB & TB (Oxfordshire)

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