If you or your children are looking to save up for a deposit for a new home, you’ve probably considered putting your savings in an ISA. With a wide choice of different types of ISA, they are an excellent tax-efficient way to save up the cash you need to put down a deposit on a […]
Your pension is likely to be one of the biggest assets you ever own. So, it makes sense that you’d take advice from an expert before you come to draw it. However, new research from the Association of British Insurers (ABI) reveals worrying levels of people accessing their pension savings without advice, potentially putting a […]
Are you concerned about running out of money when you retire? If so, you’re not alone. A new survey by Aegon has revealed that two in five financial advisers say that their clients’ primary concern is running out of money after they stop working. And, a third of advisers (32%) said that their clients worried they […]
Whose responsibility is it to teach your children the financial skills they will need in later life? New research from a pension specialist has revealed that 94% of UK parents want their children to be taught more financial skills at school as part of the curriculum. Almost three-quarters of parents quizzed in the Portafina study […]
When was the last time you sat down with your financial adviser or planner? Regularly reviewing your arrangements is a vital way of ensuring you meet your financial goals. Taking the time to meet with an adviser ensures that all your plans are up to date in light of changes to your circumstances and the […]
In VouchedFor’s latest guide, distributed by The Times on 24th March 2019, average total charges are quoted relating to initial and ongoing percentage fees and fixed fee structures. These produce an average cost of £6,079 for an investment of £100,000 over 5 years. For the same work, Depledge Strategic Wealth Management would charge £4,250 on […]
We’re only a matter of days into the new tax year and planning early will help to create a map for achieving your goals. Here are our top ten things to be thinking about: 1. Using your ISA allowance With the new tax year comes a new Individual Savings Account (ISA) allowance. Again, it’s £20,000 […]
If you’re a busy professional, finding time to dedicate to pension planning can be difficult. But, with the new tax-year, there could be a number of people receiving an unwelcome tax bill after unintentionally overfunding their pensions. Whilst there is no actual maximum you can pay into a pension, the Annual Allowance is the cap […]
It’s been five years since we launched Depledge. The journey to where we are today has been both challenging and rewarding.
We’re delighted to announce that Depledge Strategic Wealth Management have been named in New Model Adviser’s Top 100 list for the fourth year in 2018.