CMS Wealth Ltd

CMS Wealth Ltd We provide quality financial advice by creating personalised solutions to meet our clients'​ needs

Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100 - an index of the 100 largest...
03/06/2026

Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100 - an index of the 100 largest companies listed on the London Stock Exchange.

According to the Guardian, the FTSE 100 increased in value by a fifth in 2025, marking the strongest annual gain since 2009.

When markets closed on New Year’s Eve 2025, the index was up 21.5% compared to where it was at the start of 2025.

To read more about the investment lessons you can discover from the performance of the FTSE 100, click the link below.

https://cmswealth.co.uk/3-insights-from-the-ftse-100s-performance-that-could-help-you-curb-impulsive-decisions/

5 ways a cashflow model could support your estate plan:1. Assess the impact of gifting during your lifetime2. Decide how...
25/05/2026

5 ways a cashflow model could support your estate plan:

1. Assess the impact of gifting during your lifetime
2. Decide how to pass on your estate
3. Highlight when you might benefit from Inheritance Tax planning
4. Support creating a care plan
5. Test “what if” scenarios

Read our blog, linked below, to learn more.

https://cmswealth.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

It's common to be juggling different goals with various time frames, which can be difficult to balance.Alongside saving ...
22/05/2026

It's common to be juggling different goals with various time frames, which can be difficult to balance.

Alongside saving for retirement or paying off your mortgage, your short-term goals might feel less important.

However, they're just as valuable for your overall wellbeing and play an important role in your financial plan.

Click the link below to discover 3 options for making the most of your short-term savings

https://cmswealth.co.uk/balancing-your-goals-3-options-for-short-term-savings/

Amid growing backlash about student loans from graduates, the government has launched an inquiry.According to the BBC, t...
18/05/2026

Amid growing backlash about student loans from graduates, the government has launched an inquiry.

According to the BBC, the Treasury Committee will look at whether the terms of student loans are "reasonable".

Find out what's causing the debate, how your family might be affected, and some ways you could support students or graduates by clicking the link below.

https://cmswealth.co.uk/what-you-need-to-know-about-student-loans-and-supporting-your-family/

Almost 42,000 people deferred their State Pension in 2023/24, according to data collected by Royal London.The State Pens...
13/05/2026

Almost 42,000 people deferred their State Pension in 2023/24, according to data collected by Royal London.

The State Pension is a regular government payment you may receive from when you reach State Pension Age until you die.

If you choose, you can delay claiming your State Pension. This comes with several benefits, but also some drawbacks you might want to consider.

Read our blog, linked below, to weigh the pros and cons of delaying your State Pension and find out which is the right option for you.

https://cmswealth.co.uk/should-you-delay-your-state-pension-the-pros-and-cons-explained/

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