• 03 Dec, 2020

    Pensions for Business Owners

    A webinar with Angus Aston and Ian Peters of Whitley Stimpson discussing how business owners can use their pensions.

    By Alex
  • 03 Dec, 2020

    How Inheritance Tax (IHT) is likely to impact more families due to UK economic policy in response to Coronavirus

    The IHT Nil Rate Band – the amount which an individual can leave to their beneficiaries on death without paying the tax – has remained unchanged since 2009 at £325,000...

    By Joseph
  • 02 Dec, 2020

    Pensions : A Tool For Life.

    Presentation by one of our Financial Planners, Angus Aston and Ian Parker from Whitley Stimpson on Pensions.

    By Alex
  • 14 Oct, 2020

    AIM Model Portfolio Fact sheet

    Please see below for the link to the PDF of the AIM Model Portfolio Fact sheet.

    By Robert
  • 30 Jun, 2020

    Pershing Portal Closed

    We're sorry that the Pershing Client Portal is now closed, we're working on providing an improved replacement for our clients. Please watch this space.

    By ChrisR
  • 15 May, 2020

    UVW is not as simple as ABC………………………..

    As each day passes there continue to be economic consequences to the necessary social distancing measures implemented by governments around the world. With a few notable exceptions, lockdown has been...

    By Robert
  • 10 Apr, 2020

    Adapting to working from home

    Though we take it for granted in normal circumstances, human beings are highly adaptable creatures. In so many ways, life as we knew it just a few short weeks ago...

    By Heidi
  • 05 Apr, 2020

    Covid 19 - Commentary

    There are very few individuals alive today that have previously experienced a global flu pandemic. The last virus that had similar breadth was Spanish Flu which lasted from the beginning...

    By Robert
  • 27 Mar, 2020

    Covid 19 - Business Continuity

    During this worrying time, I want to reassure all our clients that Wise Investment is very well placed to continue looking after you and the investments you have with us.

    ... By Alex