Aeon Wealth

09/06/2022

It's not luck, it's about flexible planning...

By asking the right questions, you'll get the right answers.

Am I putting enough away?
Am I doing this tax-efficiently?
Am I protected in case of illness?
Do I have a plan B in case of a rainy day?

01/06/2022

Inheritance Tax; – it is, broadly speaking; a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue.” - Roy Jenkins

Inheritance tax receipts jumped by £700m to £5.5bn between April 2021 and February 2022.

There are many forgotten allowances, exemptions and reliefs the government offers individuals and families to protect their wealth, yet still, there are those not doing the research or sourcing the right advice, meaning they are missing out.

Have you taken the necessary steps to protect what you wish to pass on?

Inheritance tax receipts between April 2021 and February this year were £5.5bn, around £700m higher than the same period a year before.

30/05/2022

In recent times, the UK’s cost-of-living crisis has shone a spotlight on the vulnerability of household finances – even those that may seem secure.

‘Rainy day’ savings have an important role to play when times are hard, but they can disappear quickly.

Protection insurance policies will provide financial cover long after the emergency fund has emptied, creating an essential buffer and offering peace of mind.

What are you doing to protect yourself from financial difficulties?

Discover more on our website and just ask if you have questions.



*Wealth and Wellbeing Monitor, LV=, March 2022 (Based on a survey sample size of 4,000)

25/05/2022

Perhaps the most important part of any plan is to be flexible.

As we’ve seen in recent times with the Coronavirus pandemic, invasion of Ukraine and the cost of living soaring, events can knock us sideways.

But that doesn’t mean things can’t recover.

The best financial plans are designed to enable you to have alternative scenarios in place so that your long-term strategy can be altered and fixed. So it doesn’t mean that your overall goals have to change – it might just mean altering the route that ultimately gets you there 🧭

23/05/2022

Do you know when your happy Monday mornings are due to start?

We're here for you if you need help planning your road to retirement journey.

Have a great week!

17/05/2022

A quote from the American author Venita Van Caspel who wrote the book ‘Money Dynamics For the New Economy’

If you were going on a car journey, you’d probably know where you are going, how you want to get there and ensure there is sufficient fuel in the tank - your financial planning should be the same.

We can help you plan your route and fill up the tank ready for the journey. If we find road closures along the way, we re-route and get you back on track.

We call this goals based financial planning, which means we take time to understand where you want to be, your circumstances, and help you get there.

13/05/2022

is by far one of the biggest issues facing society.

Tackling this issue requires action from all sectors and industries as well as governments, international bodies and communities.

We belong to the UK’s largest wealth manager and we want to ensure our responsibilities and standards are reflected by our external fund managers.

By influencing our fund managers, and ultimately the companies into which they invest, we can make your money a force for good.

11/05/2022

We all must make a choice regarding how we treat the planet.

Our world is changing faster than anyone predicted and we believe has a huge role to play in shaping a better world and building a sustainable future.

Responsible investing is about using money as a force for good.

When you invest your money with us, you’re creating a better future for all, by influencing the strategy and direction of impactful companies to evolve into better versions of themselves - Food for thought.



The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

03/05/2022

This is what we aim to achieve with our clients...
..to give them the freedom to live life on their terms.