Unlocking Financial Joy: The Art of Gifting and Inheritance Tax Planning

If you’re concerned about managing your estate for Inheritance Tax, one of the simple ways to reduce your Inheritance Tax liability is to gift some of it away before you die. And with the festival season fast approaching, it’s a chance to spread some financial joy, whilst reducing the value of your estate. Each year, […]

Deed of Variations – What are they and when would you use one?

The words “Last Will” often appear as standard wording for every time an individual writes up a new will, thus revoking any wills previously drawn up. However, this does not necessarily mean that the instructions set out in this will are not subject to change. There are many instances where a person may die without […]

Look after your financial wellbeing

As we age, we understand it’s important to look after our health and mental wellbeing, but it’s equally important to look after our financial wellbeing. What do we mean by financial wellbeing? The Money and Pensions Service explain it as ‘being financially resilient, confident and empowered’. Let’s take a look at those three criteria. Financially […]

Power of Attorneys and Why You Should Have One

In life, we make many decisions every single day, whether that is which way we drive to work, what we eat for lunch or what we buy when we go shopping. Although in life, not everything is within our control, the ability to make our own decisions certainly helps us to live our lives in […]

October Market Commentary: Economic Trends & Headlines

Recent months have witnessed persistent challenges of sluggish growth and high inflation on a global scale, and last month was no exception. This article offers insights into the economic dynamics of various regions, highlighting key developments.  United KingdomThe UK economy contracted by 0.5% in July, driven by factors like ongoing industrial strikes and unfavourable weather […]

Overcoming Investment Fears: A Guide to Understanding Financial Terms

Investing is a powerful tool to grow your income and ensure your money is working effectively. However, many individuals are hesitant to invest due to fear and a lack of understanding. A recent study by Lloyds Bank reveals that nearly half of those without investments are unwilling to risk losing money. Additionally, complex financial jargon […]

Death in Service Benefits and the Lifetime Allowance

Many of us in employment will be aware of a Death in Service benefit stipulated into our employment contract, usually three or four times our annual salaries, but every scheme and employer will differ. It is a valuable benefit that will help to ensure that our loved ones receive a lump sum in the event […]

Bull Markets and Bear Markets – what does this mean?

Bulls and bears, both animals that you wouldn’t wish to encounter on an autumn walk, however, when we refer to these two animals in financial markets, they have very contrasting definitions. In times of volatility, such as what we have experienced in 2022, more attention tends to be given to these terms. Why are they […]

Building Financial Foundations: Teaching Kids About Money from a Young Age

The ongoing debate about the importance of financial education for children is more relevant than ever. Surprisingly, research suggests that instilling good money habits should begin as early as age seven. A study from the University of Cambridge, published by the Money Advice Service (MAS), reveals that crucial financial habits are often established in these […]

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Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

+44 203 148 8810
hello@iwpuk.co.uk

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

7 Stratford Place, Marylebone, London, W1C 1AY