Inheritance Tax & AIM

By | 05.2018|Inheritance Tax|

We are always seeking solutions for our clients and looking to provide products that will help them manage their assets more efficiently, with the aim of protecting and growing their wealth for the future. Preparing for Inheritance Tax (IHT) is an area that regularly impacts on our clients’ financial and legal planning. Across HWM, depending [...]

Our top 7 pension tips for nuturing your nest egg this year!

By | 01.2018|Pensions|

We’ve provided seven pension tips for you to consider to keep your retirement plans on track this year. 1. Consider consolidating your pension pots – while it might be hard to keep track of pensions with job changes, the Government offers a free Pension Tracing Service. Bringing your pension pots together may help you manage them, but take care to understand the [...]

Post-Election Considerations

By | 06.2017|General Election|

Following a dreadfully poor campaign by Theresa May and the Conservative Party in the run up to yesterday's General Election, we’ve woken up to the news that the UK will once again face the prospect of a Hung Parliament. Going into the poll, markets had rather lazily been relying upon the opinion polls, which continued to [...]

Have you heard…

By | 01.2017|Investment Seminars|


If you have existing investments or are considering new ones, we're hosting a series of investment presentation that could offer you the information you need to gauge whether yours are doing as well as they could be.

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Taking a long term view

By | 09.2016|Investment|


Stock markets can be unpredictable. They move frequently – and sometimes sharply – in both directions. It is important to take a long-term view (typically ten years or more) and remember your reasons for investing in the first place.

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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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