Blogs & News

Wren Sterling’s guide to gifting rules and inheritance taxWhen providing for your family and distributing your legacy you can give away as much as you like – but remember that the executors of your Will need to pay any inheritance tax (IHT) due before your...

When looking to invest for later life, both ISAs (Individual Savings Account) and pensions potential growth within a tax efficient environment  and should be considered. But which is better? The answer to this question will depend on you (your needs, financial goals and your appetite for...

If you’re looking to expand and diversify your portfolio, supplement a pension, or benefit from government tax incentives, you might wish to consider Venture Capital Trusts (VCTs). What is a VCT? VCTs are listed companies which pool investor’s money to fund a series of small businesses with...

Wren Sterling has opened an office on Cromac Street in Belfast as it builds its presence in Northern Ireland, adding to its seven other offices in England and Scotland. Will Grier, an independent financial adviser with nearly 20 years’ experience of working in the Belfast financial...

Following a review of our auto enrolment services, Wren Sterling has made the strategic decision to withdraw our white-labelled auto enrolment solution 'The Wren Sterling Master Trust’ (WSMT). We’ve partnered with Salvus, our auto enrolment partners who currently provide the WSMT, to let their expertise guide...

Life assurance provider, Met Life, has recently released its annual study of workplace benefits. The findings revealed that the value of workplace benefits is being increasingly recognised by employees as financial pressures increase, pushing financial wellbeing up the corporate agenda.According to MetLife’s UK Employee Benefit...

The UK population is getting older - and quickly. Between 2005/06 and 2015/16 the total number of people aged 65 or over in England increased by close to 21 per cent, representing nearly 1.7 million extra people. Moreover, the greatest growth in percentage terms has...

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