Inter-generational Wealth | Investing as a Family
Every family dreams of living a good life in relative financial comfort and passing on a healthy estate to future generations. Most of us will have felt what it's like...
Model Portfolio Fact sheets
Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Fact sheets.
Actions you can take to reduce or mitigate the IHT liability on your estate
Before Christmas, I wrote about How Inheritance Tax (IHT) is likely to impact more families due to uk economic policy in response to coronavir...
Who we all are and what we all do
There are quite a few of us working at Wise. You may have been on the ‘Our People’ section of our website, or seen a particular team mentioned in...
May 2021 Newsletter
Please click on the May 2021 Newsletter link below to download and read the pdf version of this newsletter.
The UK recovery play where trusts still trade on a 20% discount
28 May 2021
Intergenerational Wealth | Grandchildren Perspective
Although children cannot realistically start thinking about inter-generational wealth and contributing to it in their young years, it doesn't mean that it shouldn’t be discussed with them and planned for...
Multi-asset managers top up on protection amid inflationary spike
With the UK CPI rises of 1.5% in April, Investment Week spoke with Philip Matthews about our views within the TB Wise Multi-Asset Income Fund which is detailed below....
Income investors flock to commercial property trusts
Philip Matthews was recently quoted with International Adviser as income investors flock to commercial property trusts. The full article is below
Maturing Child Trust Funds
What is a Child Trust Fund (CTF)?