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Category: Wealth Management News

Global Market Insights: December 2020

World markets summary: The final month of the year saw further strong gains in global stock markets, driven higher by the announcement of Covid-19 vaccines, the prospect of normality returning…

FT Adviser article: Buying an advice firm during lockdown

Stephen Ford, Executive Director & Head of Wealth Management, recently spoke with FT Adviser about our conditional acquisition of Harpsden Wealth Management. Read more here

Global Market Insights: November 2020

World markets summary: Stock markets around the world surged in November on the announcement of three highly promising Covid-19 vaccine trials and as uncertainty over the outcome of the US…

WH Ireland Group: Delivering Growth

We have made good progress this year in growing our business and are pleased to announce the conditional acquisition of Harpsden Wealth Management. This continues the group's momentum in the…

Webinar Recap: How can I increase the wealth I pass to my loved ones?

Phil Sidebottom, Chartered Financial Planner and Steve Hutchings, Head of Business Development were recently joined by Stephen Patch from law firm Shoosmiths to discuss the possible options available to increase the wealth you…

Global Market Insights: October 2020

World markets summary: The weakness we saw in shares during September carried through into October as increasing rates of Covid-19 infections led to the re-imposition of national lockdowns in Europe,…

The continued evolution of the WH Ireland Group

We recently announced our final results for the twelve months ended 31 March 2020. Significant cost reductions and positive momentum in both divisions have positioned the group for sustainable profitability…

Guest article: Thematic investment

The last decade has seen both thematic as well as sustainable investing moving into the mainstream, often precipitated by a transfer of wealth from older to younger generations. We view…

Do you earn over £100,000?

Currently in the UK (separate taxation tiers for Scotland) you begin to lose your ‘personal allowance’ if your income exceeds £100,000pa. The current annual allowance (the tax free allowance of…

A guide to Gilts and Gold

We believe that long term investing in a diverse range of assets and geographies is the best way to invest your money and that there have been some great opportunities…