Littlewick Wealth Management Ltd

23/03/2022

An outline of the key Spring Statement announcements

With the ongoing invasion of Ukraine contributing to the increasing cost of living, Rishi Sunak delivered his Spring Statement the same day inflation figures revealed they had hit a 30 year high of 6.2%.

18/01/2022

Don’t let your tax allowances and reliefs go to waste – make sure you take action before the end of the tax year on 5 April

With the ongoing COVID-19 pandemic making the future feel uncertain, you may feel torn between wanting to save for your long-term financial goals and shorter-term measures. You may be rebuilding your income and savings buffer after a challenging period, planning for a long-awaited holiday or wonderi...

12/01/2022

Get the New Year off to a good start with these five ways to stay on top of your finances

Read more:

There’s no better time than the New Year to get into good habits that will make a real difference to your life. Financial goals are an ideal place to begin, not least because they’re often attached to tangible positive outcomes.

03/12/2021

We understand that talking about money and finances is personal. So, it’s reassuring to know that there’s someone on hand who can help you address your needs, understand your goals and help you realise your dreams.

We offer a friendly and approachable service, backed by the strength and security of FTSE100 company St. James’s Place Wealth Management; and being local means we’re here to help.

Let’s start a conversation. Contact us now to arrange a no obligation chat.

https://www.littlewickwealthmanagement.co.uk/contact

Littlewick Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

25/11/2021

If you think you can't change the future, think again. When you invest money with St. James's Place, it's combined with billions of pounds of other investments to help us guide the actions of our fund managers and the businesses they engage with.

24/11/2021

The choices we make in our own lives can have a significant impact on global environmental issues. Investing responsibly is one of the most effective ways to make a difference. Every company you invest in through your ISAs, pensions and other savings can have a role in tackling issues such as climate change, improving human rights and reducing waste.

The value of an investment with St. James’s Place may fall as well as rise. You may get back less than the amount invested. St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

22/11/2021

Inheritance Tax is complex, so we have provided 5 things you need to know about IHT as we highlight its key exemptions and allowances: https://www.littlewickwealthmanagement.co.uk/article/detail/sjpp/five_things_you_need_to_know_about_inheritance_tax.html

Have any questions? Don't hesitate to ask

Taxation rules can change at any time and are dependent on individual circumstances

Littlewick Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)

Inheritance Tax (IHT) is one of the government’s most reliable forms of income. IHT receipts received by HMRC during the tax year 2020-2021 came to £5.4 billion and have remained around that level for the past four years, according to official statistics.1

01/10/2021

Invest your money responsibly and you can help make the planet a better place for future generations

The global fight against climate change will take centre stage this autumn when the UN Climate Change Conference (COP26) gets underway in Glasgow. The crucial meeting takes place just months after the UN’s Intergovernmental Panel on Climate Change (IPCC) issued a report described as “code red fo...

30/07/2021

It can be difficult to find the motivation to save and invest for retirement, but visualisation techniques used by elite athletes can help.

Read more:

There are few certainties in life, but one thing we can be sure of is that we are all getting older. While most people know that they need to save for retirement and that the state pension is too low to provide a comfortable lifestyle, many still don’t do enough.

24/06/2021

Market ups and downs over the course of the pandemic offer important lessons about how investors can psychologically prepare themselves for unexpected events.

Read more:

Investing is usually about looking towards the future, but with vaccination programmes proving effective, there is now an opportunity to reflect on the past 18 months.

26/05/2021

No matter how rational we think we are, everyone is prone to letting emotions guide their decision-making. We recently spoke with behavioural finance expert Daniel Crosby, who revealed how understanding the psychology behind investing can help you to make better decisions.

Read more:

Investing can be an emotional process, and even the most level-headed investor will sometimes find themselves being swept up by the inevitable ups and downs of markets.

29/04/2021

We’re pleased to announce the launch of a new scheme in partnership with NHS Test and Trace: We Offer Testing To Our Staff