Blogs & News

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Tax Day – what does it mean for financial planning clients?

On 23rd March, the Treasury issued 30 consultations on different strands of taxation and the UK’s tax administration system in Tax policies and consultations, Spring 2021. In its paper, it states: “the tax system needs to reflect wider economic, social and policy change in order to ensure it remains effective.” This is clearly a reflection […]

Employee benefits can affect your wellbeing

Ill health forces 1 in 8 to retire early

One in eight people are being forced out of the labour market due to ill health before state pension age, according to new research published by the Trades Union Congress (TUC). The TUC has warned hundreds of thousands of older workers are being “consigned to poverty” due to ill health. The report, ‘Extending working lives: [...]

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Clean Water & Sanitation is Wren Sterling’s Sustainable Goal for October-December 2020

In early 2021, from a choice of four goals, Wren Sterling’s clients and employees voted for projects aligned to the UN’s Sustainable Goal #6 Clean Water & Sanitation to receive a donation. This donation was from Wren Sterling on behalf of clients who registered for paperless communications via our Personal Finance Portal in the period [...]

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Wren Sterling’s Budget Analysis, March 2021

As the dust settles on Rishi Sunak’s March Budget, we reflected on the key outcomes for our clients, both individually and for the companies that we advise. In this video, Phil Jenkins and Paul Mitchell, Chartered Financial Planner and Director of Corporate Solutions, respectively, run through measures including: The freezing of the lifetime allowance Freezing [...]

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Has there been a better time to carry forward unused pension tax allowances?

Originally published on vanguardinvestor.co.uk, 12 February With some fortunate households' savings boosted by the lockdowns Covid-19 has forced us to endure, and public finances under growing pressure, it's a question worth considering. The pandemic has clearly been very tough on so many different people. But there’s also no denying that for those able to work [...]

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What might change in the 2021 Budget?

Rishi Sunak is going to deliver what is probably the most significant budget since the Second World War on March 3rd. The government has spent colossal amounts on the Covid crisis in the last 12 months and as the vaccine programme is in full swing, attention is being turned to how the nation repays the [...]

Self-Invested Personal Pension advice (SIPP)

What is a self invested personal pension? A SIPP (Self-Invested Personal Pension) is designed to allow investors to manage their own retirement savings and is most suitable for those who are confident making their own investment decisions. A SIPP will allow you to invest in different asset classes and funds, and control how much of [...]

Financial advisers can help you review your finances

Wren Sterling announces first acquisition of 2021 with deal for West Yorkshire advisory firm

Wren Sterling has completed a deal for Ilkley-based financial advisory practice, White Wells Investments LLP. White Wells has around £50m of client assets under advice, and under the terms of the deal, the firm’s principal, Michael Dunn, has joined Wren Sterling as an employed adviser. The acquisition is Wren Sterling’s first transaction of 2021 and […]

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Where should cash reserves go?

The UK has been saving at a record rate since Covid-19 put our normal lives on hold with the UK’s savings account balances more than doubling to £111bn…

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2020 – a year to remember for ethical investors

For many people 2020 cannot end soon enough, it was certainly not the year many of us anticipated back in January, and although the year has been traumatic on so many different levels, so much has also been learned.

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Is it the season to be jolly?

As we move into 2021 what can we expect from this year? Vaccines, Brexit and new technology.

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Will 2021 be a bull market?

Originally published on brewin.co.uk. Brewin Dolphin is an investment management partner of Wren Sterling As 2020 closes, Guy Foster, Brewin Dolphin's Head of Research, focuses on what may lie ahead for the world economy and investors in 2021, with expectations of a sustained recovery on the horizon. Back in January, Covid-19 was a regional virus, [...]