Making your investment portfolio more responsible, with MM Wealth
We all make an impact on the world, and when it comes to investing, we have a choice.
Over the last decade there has been a noticeable shift in our individual attitudes towards environmental protection, social responsibility, and ethical accountability.
Do you have life insurance - are you protecting your family’s financial future?
This may be something that you are yet to consider, but life insurance plays an important role in planning for your family’s financial future, particularly if you have younger children or any other dependants living with you.
Empowering female investors to grow their wealth and achieve financial freedom
According to Fidelity Data (2018), 67% of women are now investing their savings in the stock market.
MM Wealth's Financial Planner, Adrian Brown explains why intergenerational wealth planning is so important for the financial security of your family
Intergenerational wealth planning. Why is it important?
MM Wealth cost-host Annual 'Growing and Preserving Wealth' seminar with Buckles Solicitors, Cambridge
MM Wealth says: It was a real privilege to welcome back clients to our ‘Growing and Preserving Wealth’ seminar, co-hosted with Buckles Solicitors for the first time in three years, this week.
MM Wealth's Gary King achieves STEP Advanced Certificate in Taxation of Trusts and Estates
MM Wealth are delighted to announce that Gary King has passed his final STEP exam of three over the last 2 years and has now achieved the ‘STEP Advanced Certificate in Administration and Taxation of Trusts and Estates’
MM Wealth give their support to Nepalese Orphanage
CPS Orphanage, Nepal is a very small charity caring for children aged between 6 and 17. It is managed by a Nepali couple, Bharat and Anjana who provide the children with a warm, loving and nurturing environment, good education and the support they need to transition into adulthood.
Death and pensions – how to avoid a high Inheritance Tax charge for your family
No one wants to think about death, but have you thought about what happens to your pension when you die. MM Wealth's Chartered Financial Planner, Gary King explains the importance of pension nominations and how you can avoid a high Inheritance Tax charge for your family.
Shareholder Protection: are you and your business protected against the unexpected?
Most businesses are small businesses; 99% of them, according to the Federation of Small Businesses, and it’s a subject they know a thing or two about. Many smaller, owner-managed businesses are successful in their field, with their value growing. The major shareholders are often active in the business and they might be key to the success of the business.
Inheritance Tax: gifting to family, a valuable but often underused exemption
Making a gift to your family and friends while you’re alive can be a good way to reduce the value of your estate for Inheritance Tax purposes and benefit your loved ones immediately.
Financial Planner, Nicola Peak looks at how female investors are growing their wealth to achieve financial freedom
According to Fidelity Data (2018), 67% of women are now investing their savings in the stock market.