Blogs & News

Wren Sterling has appointed Carolanne Robinson as its new Chief Operating Officer. Robinson joins Wren Sterling from Tilney where she was a senior member of its operations team for thirteen years. Robinson replaces outgoing COO, Jonathan Merry, who has been in place since the buyout of...

Venture Capital Trusts (VCTs) offer investors a number of tax benefits in return for taking the risk of investing in UK smaller companies. VCTs were once considered ‘niche’ investments, but recent events have put them on the radar of a much greater number of UK...

As the onus for paying for care fees moves back from the state to the individual, how can you make sure you're protecting the legacy you plan to leave? Whether we agree with it or not, most of us understand the concept of paying for our...

As new pension drawdown options grow in popularity, earlier this year the Government implemented a change to the limit of how much you can pay into your Money Purchase Pension Scheme, reducing it from £10,000 to £4,000. There’s a danger of unexpected tax bills as people may have little understanding of the...

Wren Sterling’s guide to gifting rules and inheritance tax When 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...

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