LGT Vestra/Lonsdale Wealth Management Investment Conference Client Call
Monday 30 March 2020
If you invest in a Lonsdale Wealth Management model portfolio managed by LGT Vestra please contact your financial adviser and join our conference call
Estate Planning
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
LGT Vestra Market Update - 18/3/20
Wednesday 18 March 2020
In light of unprecedented events and the impact on global markets, LGT Vestra have provided updated market commentary
Neil Homer, IFA Stafford - Does your trust need to be registered with HMRC?
Friday 17 January 2020
As part of the EU Anti-Money Laundering Law (known as 5AMLD) the government is expanding the requirement for trusts to be registered with HMRC.
Lonsdale issue a new inheritance tax brochure to assist with estate planning
Friday 29 November 2019
This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.
Ray McHugh, IFA Barnet recommends clients set up a financial plan
Tuesday 1 October 2019
Lonsdale Wealth Management has produced a financial passport detailing where all your financial and personal information is kept.
How much money do I need to retire on?
Monday 30 September 2019
The key to having enough money in retirement is to carefully consider your financial goals and assess your income, expenditure and savings.
Howard Goodship, CFP, Ringwood - Tax Efficient Saving for Grandchildren
Wednesday 14 August 2019
Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren
Howard Goodship, CFP, Ringwood - What is Inheritance Tax Planning?
Sunday 30 June 2019
The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.
Richard Porter, IFA, St Albans - How to pay for long-term care costs
Friday 7 June 2019
Lonsdale Services Financial Advisers offer independent financial advice to pay long-term care options for yourself or an elderly parent.
Richard Porter, financial adviser St Albans - How to pay for care home fees?
Friday 26 April 2019
Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
