Blogs & News

Using trusts to preserve wealth for future generations

Varied and versatile, your adviser may discuss trusts with you when making their recommendation. They’re a useful part of an adviser’s tool box – allowing you to set aside assets for specified beneficiaries. Find out more about how they can be used, and the controls you can set.

Join Wren Sterling in Churchill’s underground bunker to learn the secrets of a successful business exit

Date: 19 April Time: 10am-2pm Location: Cabinet War Rooms, Westminster Who should attend? Business owners Senior directors Finance directors In the secret underground bunker where Churchill strategised the Allied victory in World War II, Wren Sterling and business sale specialists, Evolution CBS, share the secrets of a successful business exit and the wealth management planning […]

SIPP use on the rise after pension transfer activity explosion

Investments made through pension wrappers have reached a new high of £13.4bn in the third quarter of 2017, up 66.3 per cent on last year.*
The figures showed the amounts coming into pensions through transfers was particularly high. For instance, transfers into self-invested personal pensions (SIPP) more than doubled over the past 12 months to reach £1.9bn.

Fit to work?

As an employee are you aware of what support is available if you are diagnosed with an illness? Or when you feel ready to return to work? Stephen Williams, Wren Sterling’s HR Director explains the options for employees.

Are you retirement ready?

If you’re ready to decide what to do with your pension or you just want to understand what your options are when you turn 55, our blog covers some of the basics around new pensions freedoms options.