Collingbourne Wealth Management Blog

A brief look at the March budget, focusing on a few items that may have potential planning implications for our clients to consider.

The fifth Collingbourne review of annual investment returns. We look at the return of meaningful interest rates on cash deposits and the questions this poses for investing.

We take a look at profit extraction for business owners using electric company cars and compare costs to running a petrol/diesel car personally.

Following on from our blog on Salary vs. Dividends, we take a detailed look at another form of extracting profits from a company; employer pension contributions.

All of us hold deep-rooted unconscious biases, which can work against us when investing. Being aware of these biases and taking a systematc approach to mitigate them can help avoid expensive mistakes.

Following the increase in Corporation Tax and the recent Spring Budget, we've updated our Salary vs Dividend blog for 2023/24. We recap changes before comparing salary and dividends and possible remuneration strategies.

Investment bubbles are a famous, repeating trait of investing, from 17th century tulip manias to the Dot-com crash; Alex Marrison takes a quick look at the psychology and emotions behind them.

The Chancellor announced a major pensions change with the surprise scrapping of the Lifetime Allowance. David Hanby discusses some of the implications.

People often have heard of trusts but aren’t really sure of the details or whether they should use them in their estate planning. Here we take a quick look at some trust basics.

Essential to high quality Wealth Management is the seamless integration of financial planning and investment management. Can this be achieved successfully with these roles being separated?

The fourth Collingbourne review of annual investment returns. We look at the return of double-digit inflation and the potential impact on investment returns.

With financial markets falling and most investors seeing portfolio values heavily down this year, we thought we would write a quick update on what is happening and some thoughts on a key topic.

After recent changes to National Insurance Contributions (NICs) rates and bands, business owners maybe wondering how much salary they should be paying themselves and how to effectively structure their drawings.

We understand clients maybe concernd over exposure to Russian assets, both morally and financially right now. Hopefully this note will reassure exposure is very small and diminishing.

Business owners have an added layer of complexity in their life, particularly when it comes to estate and succession planning. Here we cover some key topics to consider when approaching this topic.

The term ‘financial advice’ may will yield over 1 billion results on Google, but how do you know when you actually need advice?

Choosing to work with a new financial advisor (or planner) is a big decision. Here are five questions you should ask when looking for a financial advisor, to help find one that’s right for you.

Our third annual installment. This time David Hanby looks at the wild stock market swings of 2020 and the response of investors and how they behaved during those turbulent times.