Having the confidence to act and mitigate inheritance tax
Friday 26 March 2021
The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Friday 26 March 2021
The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.
Monday 8 March 2021
On Wednesday 3 March 2021, the Chancellor Rishi Sunak presented his spring budget, the government’s plan for economic recovery.
Monday 22 February 2021
As we approach the new tax year, Howard Goodship, Chartered Financial Planner in Ringwood explains the different types of Independent Savings Accounts
Thursday 4 February 2021
If you are coming up to retirement take pension advice . Our financial advisers use cashflow planning to achieve your goals.
Friday 15 January 2021
If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.
Thursday 14 January 2021
Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.
Thursday 14 January 2021
If you need financial advice in lockdown please contact your local Lonsdale Wealth Management financial adviser.
Monday 4 January 2021
Our Sustainable Investing brochure has been written in response to client demand. Read our brochure and learn more about sustainable investing.
Thursday 17 December 2020
Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue
Wednesday 2 December 2020
Read about being socially responsible investors, and how fund managers can direct capital to the most responsible companies to support the UN SDG's
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.