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Trust Delaunay Wealth to stand by your side amid the uncertainties ahead, writes Lloyd French
With two scheduled budgets in 2024 and the anticipation of a general election, significant changes may be on the horizon. For this reason, it is important to have a financial professional who can offer clear, invaluable guidance when you need it.
Delaunay Wealth boasts more than a decade of dedicated service to barristers and understands the daily demands you face. Our small, boutique firm is built on close relationships. We work directly with you and immerse ourselves in doing what is right, including solving your financial challenges…
Amid ongoing uncertainty and numerous responsibilities, you might find it difficult to plan ahead. If you are contemplating where to begin with your financial strategy, your end goal is a great place to start.
As your financial professional, we will provide structure by looking ahead and regularly reviewing your plans to ensure they remain on track.
As the self-assessment deadline and fiscal year-end approach, tax concerns loom large for self-employed professionals.
Leveraging annual pension allowances is a tax-efficient way to save, especially for those in higher tax brackets. We also consider Capital Gains Tax and ISA allowances in crafting strategies tailored to your specific needs.
With interest rates rising at the fastest pace in 40 years, it is important to maximise any interest rate and mortgage deals.
We review your savings to ensure they are in appropriate accounts across different institutions. Although we do not provide mortgage advice, we will still discuss this with you to ensure you take advantage of rates when your current deal ends.
When did you last have a financial health check on your existing pensions? If it has been a while or never, this presents an opportunity to organise and review your pensions, especially given recent changes in Annual and Lifetime Allowances.
As a specialist in dealing with barristers’ retirement plans, our goal is to provide you with financial security now and in the future.
In life, you get what you pay for. While taking control of your investments can seem empowering and keep you in control, it also comes with risks and takes up precious time.
A benefit of working with a boutique financial planner is that we identify what is appropriate for you and get to know your objectives. That way, we make the right investment decisions based on our years of experience.
We care about your future; therefore, we are willing to have a phone call with anyone who contacts us. We will take you through our discovery meeting and online onboarding system without incurring any costs. It is the least we can do to support you.
Get in touch or scan the QR code for more information 0345 50 53 500
With two scheduled budgets in 2024 and the anticipation of a general election, significant changes may be on the horizon. For this reason, it is important to have a financial professional who can offer clear, invaluable guidance when you need it.
Delaunay Wealth boasts more than a decade of dedicated service to barristers and understands the daily demands you face. Our small, boutique firm is built on close relationships. We work directly with you and immerse ourselves in doing what is right, including solving your financial challenges…
Amid ongoing uncertainty and numerous responsibilities, you might find it difficult to plan ahead. If you are contemplating where to begin with your financial strategy, your end goal is a great place to start.
As your financial professional, we will provide structure by looking ahead and regularly reviewing your plans to ensure they remain on track.
As the self-assessment deadline and fiscal year-end approach, tax concerns loom large for self-employed professionals.
Leveraging annual pension allowances is a tax-efficient way to save, especially for those in higher tax brackets. We also consider Capital Gains Tax and ISA allowances in crafting strategies tailored to your specific needs.
With interest rates rising at the fastest pace in 40 years, it is important to maximise any interest rate and mortgage deals.
We review your savings to ensure they are in appropriate accounts across different institutions. Although we do not provide mortgage advice, we will still discuss this with you to ensure you take advantage of rates when your current deal ends.
When did you last have a financial health check on your existing pensions? If it has been a while or never, this presents an opportunity to organise and review your pensions, especially given recent changes in Annual and Lifetime Allowances.
As a specialist in dealing with barristers’ retirement plans, our goal is to provide you with financial security now and in the future.
In life, you get what you pay for. While taking control of your investments can seem empowering and keep you in control, it also comes with risks and takes up precious time.
A benefit of working with a boutique financial planner is that we identify what is appropriate for you and get to know your objectives. That way, we make the right investment decisions based on our years of experience.
We care about your future; therefore, we are willing to have a phone call with anyone who contacts us. We will take you through our discovery meeting and online onboarding system without incurring any costs. It is the least we can do to support you.
Get in touch or scan the QR code for more information 0345 50 53 500
Trust Delaunay Wealth to stand by your side amid the uncertainties ahead, writes Lloyd French
Sam Townend KC explains the Bar Council’s efforts towards ensuring a bright future for the profession
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Westgate Wealth Management Ltd is a Partner Practice of FTSE 100 company St. James’s Place – one of the top UK Wealth Management firms. We offer a holistic service of distinct quality, integrity, and excellence with the aim to build a professional and valuable relationship with our clients, helping to provide them with security now, prosperity in the future and the highest standard of service in all of our dealings.
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If you were to host a dinner party with 10 guests, and you asked them to explain what financial planning is and how it differs to financial advice, you’d receive 10 different answers. The variety of answers highlights the ongoing need to clarify and promote the value of financial planning.
Most of us like to think we would risk our career in order to meet our ethical obligations, so why have so many lawyers failed to hold the line? asks Flora Page
If your current practice environment is bringing you down, seek a new one. However daunting the change, it will be worth it, says Anon Barrister
Creating advocacy opportunities for juniors is now the expectation but not always easy to put into effect. Tom Mitcheson KC distils developing best practice from the Patents Court initiative already bearing fruit
Sam Townend KC explains the Bar Council’s efforts towards ensuring a bright future for the profession
National courts are now running the bulk of the world’s war crimes cases and corporate prosecutions are part of this growing trend, reports Chris Stephen