Financial planning guides & videos

Download our financial planning guides and gain further insight from our video library.

Financial planning guides

Spotlight on: Wealth Transfer

Organising wealth succession planning is rarely straightforward. Decisions made with the support of sound financial advice can help make a big difference to you and the lives of your heirs, by providing guidance, understanding and simplification.

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Spotlight on: School Fees

With sound financial advice, foresight and planning, we can help you mitigate the rising cost of private education. In this report we review the options open to parents and grandparents looking to fund their children’s or grandchildren’s schooling.

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Spotlight on: Inheritance Tax

No two families are the same and conversations around wealth transfer are often emotionally complex. Therefore a strong succession and Inheritance Tax plan is necessary to help navigate family dynamics and lay the foundations for generations to come.

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Spotlight on: Retirement Planning

Not only are we all living longer, but many of us probably feel younger than we actually are, particularly if we believe reports that 60 is the new 50. What hasn’t changed too much is the journey our financial lives take. This guide looks at your options, decade by decade, from the age of 50.

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Spotlight on: Business Sale

Building a business requires you to overcome huge challenges, selling a business is a life-changing event.  We raise some practical financial considerations and address some of the psychological issues you may be facing.

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Spotlight on: Bereavement

Dealing with the financial affairs of someone close to you when you are grieving their loss is difficult.  We are here to help make things as straightforward as possible, this document guides you through the steps you need to take.

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Video library

Catch up with the latest updates from our Investment and Wealth advice team, whether that be reaction to fiscal policy or our quarterly reflection of the markets.

Important information: Investments can go up and down in value and you may not get back the full amount originally invested.

Economic Update April 2024
It seems that spring has sprung for the UK economy – we may well have already put recession behind us. What does this bode for interest rates? And what about the rest of the world? William Morris CFA, our Head of Investments, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Spring Budget Update 2024
As one of the last set piece opportunities to convince the electorate that his party will make them better off, tax cuts were widely anticipated in Jeremy Hunt's second Budget, and, to some degree, delivered. Shortly after the announcements our Senior Tax Adviser, Clare Munro, got together with RSM to review the actual measures and discuss the impact.
Investments – Year in Review 2023
As the anxieties that made the headlines in 2023 fade away, our own Global Tracker Portfolios performed strongly – while others’ excess of caution proved costly. In his latest video, our Head of Investments, William Morris CFA, gives us a succinct review of 2023 – a year dominated by changing views on AI, interest rates and inflation.
Economic Update January 2024
With 2024 well underway, William Morris, Head of Investments at Weatherbys Private Bank, sits down with Paul Dales, Chief UK Economist at Capital Economics, to discuss the outlook for inflation and interest rates in the months ahead.
Q3 2023 Economic Update
Following the Bank of England’s surprise decision to leave interest rates unchanged at 5.25%, coupled with inflation beginning to subside, are we starting to see a brighter outlook to the UK’s economic prospects? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Q2 2023 Market Update
Listening to the news, it appears to be filled with gloomy forecasts for the UK's economic prospects. In the past, such forecasts have often been overly pessimistic – might the same be true today? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Q1 2023 Economic Update
If you listen to the news at the moment, it certainly appears to be filled with gloomy forecasts for the UK's economic prospects. But, such forecasts have often been overly pessimistic in the past – might the same be true today? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Spring Budget Update 2023
There was no shortage of advance speculation about the contents of Jeremy Hunt’s first Budget, with pensions and childcare the leading contenders. Shortly after the Budget announcements our Senior Tax Adviser, Clare Munro, got together with tax experts from RSM to review the actual measures and discuss the impact.
Q4 2022 Market Update
William Morris CFA, Head of Investments at Weatherbys Private Bank, and Paul Dales, Chief UK Economist at Capital Economics, try to tease out the market prices and forecasts in which the consensus view might be mistaken, and discuss several key topics.