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So far Hartey Wealth Management has created 42 blog entries.

You never know what might be around the corner

By | 06.2016|Income Protection|

 

Although perceptions are that injury or illness won’t happen to us, the reality is we don’t know what might be around the corner, no matter how healthy we are. Here, Tristan Hartey helps to see why protection is important, especially when you are raising a child, and the types of protection available to you.

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How to survive the stock market crash

By | 06.2016|Investment Seminars|

 

Following the success of our first Bodelwyddan Castle Investment Seminar, we’ve been asked to host an additional seminar in the North Wales area. So we've done just that and added an extra date to our Spring Seminar calendar.

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Are you prepared?

By | 05.2016|Critical Illness Cover|

   

We never think a critical illness is going to happen to us, especially when we feel fit and healthy, but it can and does. If the worst does happen, it is important to make sure you are financially protected against the impact a critical illness could have on you and your family.

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Karl’s African Rhino Experience

By | 05.2016|Hartey News, Team|

   

Non-Executive Chairman, Karl Hartey shares his experience of heading to a South African Reserve to help save the depleating population of Rhinos.

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You still don’t have a Will?

By | 05.2016|Wills & Trusts|

   

Resident Wills and Estate Planner, Bill Evans shares his top four reasons for having a Will in place to ensure you’re in control of what happens to your estate when you pass on.

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So, you’ve heard about our Second Opinion Service, but what is it?

By | 04.2016|Second Opinion Service|

   

This blog helps to explain the rationale of launching the Second Opinion Service and the idea behind it, but if you’re in a rush and a brief round-up will do, just take a look at our simple two-minute chalkboard animation which explains what our Second Opinion Service covers

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Why this tax year could be a great year for investors and savers…

By | 04.2016|Budget Announcement, Investment, Savings|

   

Further to speculation of what the changes might be during the Spring Budget, on 16th March Chancellor George Osborne made his speech, which appeared to bring a lot of good news for investors and savers.

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Income Protection – Providing Monthly Payments

By | 04.2016|Income Protection|

   

Half of all Britons questioned for a study by insurer Zurich displayed a classic ‘it won’t happen to me’ attitude to being unable to work through a disability

 

However, this isn’t always the case and having an accident or suffering an illness that prevents you from working could happen to anyone, at any time - that’s why it’s crucial to have the right protection in place to ensure you can still cover your monthly outgoings.

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Karl Hartey is selected as keynote speaker at prestigious conference

By | 04.2016|Hartey News|

   

Non-Executive Chairman, Karl Hartey has been selected as one of the main platform speakers for the prestigious Million Dollar Round Table conference in Vancouver, Canada this June. This sell-out event plays host to an audience of over 10,000 people, from over 57 countries.

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Estate Matters

By | 03.2016|Estate Planning, Inheritance Tax|

 

Structuring your affairs efficiently means starting the correct planning early enough

 

Inheritance Tax (IHT) is payable by some people who, for the most part, could have avoided it. If you want your estate to go to your loved ones with the minimum amount of IHT payable, you should obtain professional advice. There are currently a number of generous reliefs relating to IHT, but in this blog we focus on just one; NEW MAIN RESIDENCE TRANSFERABLE NIL-RATE BAND.

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