Articles by Fairstone Wealth Management City LTD
LPA, Will and Trust, Wealth Accumulation

Why You Should Care About Estate Planning in Your 20s & 30s

Estate planning isn’t just for retirees or the ultra-wealthy, it’s for you. Here’s the reality: Over half of…
IFA, Tax saving, Tax year end

🚨 Last few days before the Tax Year Ends! Are you...

The tax year is closing soon, do not leave money on the table! Here are some last-minute actions you can take:   ✅ Max…
Life cover, Beneficiaries, Trust Planning

Should you nominate a beneficiary or write your life...

Many people don’t realise that beneficiary nomination can be a simple alternative to putting a life insurance policy in…
Tax year end, Tax efficiency, Wealth planning

🔔 Tax Year End is fast approaching, are you making the...

With the 2024/25 tax year ending on 5th April 2025, now is the time to review your finances and maximise available…
Lump sum, Insurance, Self employed

⛔ Are you Self-Employed? What’s Your Backup Plan If You...

Being your own boss comes with freedom but also financial risk. If you were unable to work due to illness or injury,…
Mentorship, Money management, Financial Literacy

⛔ Only a quarter of young adults receive financial...

This shocking statistic is exactly why I started speaking at schools about the importance of financial education. A…
Workplace, Group schemes, Employer schemes

⛔ Savers let down as workplace pension funds underperform ⛔

Savers are facing challenges as research reveals that nearly 90% of pension funds have failed to meet standard…
Gifting, Junior ISAs, Children savings

👨‍👩‍👦 Gifting money to a child or grandchild 👪

▶ We all want the best for the children in our lives. We want to help them pursue their dreams and achieve their goals.…
Lump sum, Income Protection, Long term planning

Do I need Income Protection if I’m under 30?

▶ The importance of income protection is often overlooked by younger individuals, especially those in the 20-30 age…
IHT, Relief, Budget changes, Pension Planning

⛔ How the Autumn Budget Pension Inheritance Tax Changes...

▶ The Autumn Budget revealed significant changes to Inheritance Tax (IHT), signaling a shift in the Government's stance…
Properties, Rental Income, Tenancy Agreements

🏡 Renter's Rights Bill 2024 – What Landlords and Tenants...

▶ Big changes are on the horizon for the rental market, with the Renters’ Rights Bill, introduced by the Labour…
US Elections, Stock market, Long term goals

🗳️ Republican Victory in the Presidential Race and what...

With the Republicans winning the presidential race, markets are anticipating potential changes in policies that could…