MM Wealth have retained Chartered Firm status for the ninth consecutive year!
Great news we are delighted to share; MM Wealth has retained its Chartered Firm status from the Chartered Insurance Institute (CII) for the ninth consecutive year.
What should I be doing when planning for retirement?
One of the common questions we get asked by our new clients is “What should I be doing when planning for retirement? I am in my 50s. Am I too late to be planning for my retirement?”
The end of the tax year is nigh - have you taken full advantage of the various tax allowances/exemptions available?
As we approach the end of the tax year, it’s crucial to review your financial situation and ensure you’ve taken full advantage of the various tax allowances/exemptions available. From personal allowances to capital gains tax (CGT) exemption, marriage, savings, and dividend allowances, each prese
Empowering Female Investors
According to Finder.com, stocks and shares are the most popular investment type with 5.3 million women in the UK investing in this type and this statistic is on the rise.
Planning for the tax year end - have you maximised your tax allowances?
As we head closer to the end of the 2023/24 tax year and to what will be the final Spring Budget before a General Election, it is important you review recent and upcoming tax and legislative changes, make suitable decisions before 6 April and plan effectively for the tax year ahead.
Investment Manager, Geoff Cooper discusses peak interest rates and your investments
Farewell low inflation. Cheerio near-zero interest rates. You’ve been great, the last decade was a blast. Nice knowing you. Welcome 2023.
But has 2023 been welcome as we find ourselves in a new economic landscape?
Have you considered the financial implications involved in a divorce?
When preparing for a divorce or dissolution of a civil partnership, it can mean making incredibly important decisions during a highly emotional time.
Stretching retirement income across generations
Pensions are an area that can easily be overlooked and it is good practice to review them, to see how they can be used in future planning for both you and your family.
Weathering the inflation storm – the importance of a well-balanced and diversified portfolio
Just as a sudden squall can blow a ship off course, inflation can rapidly alter the direction of your investments.
Financial planning with Investment Trusts
In 1868, Queen Victoria sat on the British throne, but she was not yet Empress of India. Most homes were still lit by candlelight, as the light bulb hadn’t been invented.
Future-proof your wealth – the importance of estate planning
Some say there are only two certainties in life, death and taxes. Whilst this may be true, steps can be taken to reduce the impact of the latter or even, in some circumstances, remove that impact entirely.
Navigating Responsible and Ethical Investing with MM Wealth
Following decades of unbridled industrial expansion, population growth and globalisation, the world is slowly waking up to the environmental and social challenges this has created. In response, investors are increasingly using their capital as a powerful tool for positive change.
Investing in a better future for my children
It’s a subject that can mean different things to different people. According to the Mortgage Advice Bureau, the Bank of Mum and Dad contributes 26% of funds to the UK housing market, making it the ninth biggest lender in the market.
Plan and protect your family’s wealth
Intergenerational Wealth Management enables families to use their collective wealth to support each other during their lifetime and beyond as it challenges the traditional concept of passing wealth on after death.
Are you financially prepared should you need to fund long-term care in the future?
MM Wealth Ltd writes...we must all face the possibility that one day we or a loved one may need additional support and care, either at home or in a care home. Long-term care has never been more important, due to us all living longer.
Financial Planner, David Thurlow looks at the Important personal financial implications to consider when selling a business
If you are thinking of selling your business, different experts will help you through different aspects of the corporate transaction, but it’s easy to overlook the personal financial planning implications involved.
MM Wealth retain Chartered Financial Planners Status for eighth consecutive year
MM Wealth are delighted to confirm that they have retained their Chartered Firm status from the Chartered Insurance Institute (CII) and has successfully attained this for the eighth year.
Tax year-end is fast approaching - are you making the most of available tax reliefs?
With the tax year-end fast approaching and with many allowances, exemptions and tax rate bands either frozen or reducing in the new tax year, now is a good time to review your finances.
Ensuring you are making the most of any available tax reliefs is now as important as ever.
MM Wealth's Baris Furlonger explains the benefits of using a financial planner vs a financial adviser
Whether we want it to or not, money plays a big part in our lives and both our everyday spending and longer-term savings should therefore be given adequate thought, time and resources.
MM Wealth announces the appointment of Stef Heslop as an Executive Director and Ian Palfreyman as a Non-Executive director.
Adrian Atkinson, Managing Director at MM Wealth said, we are delighted to announce two new appointments to the board - the first of which is Stef Heslop, our Head of Finance.
Is your financial plan on track to meet your aspirations?
MM Wealth's Paul King explains why you should be reviewing your financial plan more often.
MM Wealth's top tips for managing your money in retirement
Whilst most of us dream of a long and happy retirement, free from the worries and stresses of working life, with the rising fuel and energy bills and UK inflation (currently at over 10%), many people have been left questioning whether their future income will be sufficient to provide the retireme
MM Wealth unlocks the key to achieving your lifetime financial goals
The key to achieving your lifetime financial goals is to put in place a robust financial plan whilst you are young and keeping it under regular review.
MM Wealth sponsors Cambridge United Women FC rising stars, Lauren Webb and Lauren Rouse
After the recent success of the Lionesses this Summer, and growing interest in the Women’s Super League (WSL), momentum for females playing football is rapidly building.