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So far Hartey Wealth Management has created 5 blog entries.

Why Advice Matters

By | 02.2019|Uncategorised|

The poor understanding of financial advice is particularly worrying at a time when people are faced with more complex decisions about retirement than ever before. Taking professional financial advice is vital to ensure you are equipped to make the most of your hard-earned savings and receive the income you need in retirement. Here, we explain [...]

A Diversified portfolio

By | 01.2019|Financial advice|

Diversification allows an investor to spread risk between different kinds of investments (called ‘asset classes’) to potentially improve investment returns. This helps reduce the risk of the overall investments (referred to as a ‘portfolio’) underperforming or losing money. With some careful investment planning and an understanding of how various asset classes work together, a properly [...]

Reviewing your investment needs

By | 12.2018|Uncategorised|

Determining your reasons for investing now will help you work out your investment goals and influence how you manage your investments in future. Decide on how long you can invest If you’re investing with a goal in mind, you’ve probably got a date in mindtoo. If you’ve got a few goals, some may be further [...]

Early action avoids Inheritance Tax (IHT) after pension transfer

By | 11.2018|Uncategorised|

  A recent court ruling means the taxman has precedence to apply an IHT charge to a pension transfer made due to illness, so it is vital to act as early as possible.   THE CASE Tracy, 61, divorced Peter, 63, in January 2014. In 2016 she found out she had an incurable disease and [...]

Generation Still Taxed

By | 10.2018|Pensions|

Numbers nearly double in the last two decades With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, finding the right vehicle for your retirement planning is essential. Add to this the number of taxpaying pensioners nearly doubling over the last two decades, and with talk of also requiring pensioners [...]