News & Views

Category: Wealth Management News

Death and Taxes

Who would you like the main beneficiary to be of your assets on your death? Those of us who answer that they would like the State to inherit the largest…

Britain’s Brexit Blues

In Prime Minister Theresa May’s own words, we are entering the “end game” of the UK’s long-running Brexit saga. As predicted however, rather than heralding a period of greater clarity,…

The Navigator: Quarter 3 update

Volatility returned to capital markets in October following comments from Jerome Powell, Chair of the Federal Reserve.  He suggested that interest rates are still far away from the neutral rate,…

Pensions Carry Forward – Use it or Lose it

Pension carry forward - Use it or Lose it Tighter restrictions in recent years have slashed the annual allowance an individual can pay into their pension while receiving tax relief…

WHIreland Wealth Management in Poole welcomes Rhys Gadsby to its investment team.

WHIreland Wealth Management in Poole welcomes Rhys Gadsby to its investment team. As part of WHIreland’s continuing efforts to support and help young people into employment, we are delighted to…

WHIreland continues to expand its Milton Keynes wealth management services and appoints Daniel Smith as Wealth Planner

WHIreland continues to expand its Milton Keynes wealth management services and appoints Daniel Smith as Wealth Planner WHIreland has appointed Daniel Smith as Wealth Planner to WHIreland’s Milton Keynes office…

WHIreland Wealth Management shortlisted for a further award with MoneyAge’s 2018 Awards ‘Celebrating excellence within the personal finance space’.

We are delighted to be shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards.  These awards celebrate excellence, professionalism and innovation in the hugely competitive…

Key leading indicators in the US

John Goodall, Head of Private Client Research “The US equity markets have continued to perform strongly with both the Standard & Poors 500 Index and the NASDAQ Composite Index close…

The navigator: Quarter 2 update 2018

John Goodall from our Research team reviews the second quarter of 2018. Developed equity markets rebounded in the second quarter, leaving the FTSE 100 broadly flat for the year to…

Global economic outlook: Quarter 2, 2018

John Goodall from our Research team presents our overviews for the UK, Europe, USA, Japan, Far East and Emerging Markets. United Kingdom The economy has experienced a modest bounce, rising…