Dimensional Fund Advisers Market Review

See the link below for our latest newsletter for Winter 2024.

In this edition we talk about estate planning, the rise in capital gains tax and more.

Possibly, but there's no need to rush-yet. A Quick Overview of the Challenges Pensions have long been valued not only as retirement savings tools b...

Whitings Wealth Management is pleased to announce that once again in 2024 we have been recognised by Citywire New Model Adviser publication as one of the Top 100 adviser firms in the UK. ...

Following the Autumn budget on 30th October 2024, please find attached Whitings LLP Budget Summary. If you would like to discuss any of these points and how they may affect your planning, p...

See the link below for our latest newsletter for autumn 2024. In this edition we talk about interest rates dropping, the increase in top-rate taxpayers and also looking ahead to the autumn b...

Getting feedback from our clients is very important to us and helps us shape and evolve the support we offer them. However, we recognise the danger of "survey fatigue" as it seems you are constantl...

Check out our summer newsletter below. We discuss topics such as the importance of a rainy-day fund, how much you may need to retire, and the possible costs of long term sickness.

See the link below for our latest newsletter for Spring 2024. In this edition we cover topics such as private healthcare options, the revisions made to ISAs, top takeaways from the Spring B...

The Chancellor has announced that there is good news for the economy, with the Office for Budget Responsibility (OBR) confirming that inflation is currently at 4% and is likely to reduce below the ...

Whitings Wealth Management is delighted to announce we have now reached an agreement to accept the transfer of supporting the former clients of Hibbins Financial Services. ...

Click the link below to see our latest newsletter for Winter 2023.

This year's Autumn Statement arrived at a time when many businesses and individuals alike are well and truly feeling the squeeze. With the performance of the economy better than expected this year ...

Whitings Wealth Management is pleased to announce that once again in 2023 we have been recognised by Citywire New Model Adviser publication as one of the Top 100 adviser firms in the UK. Ou...

See the link below for our latest newsletter for Autumn 2023. In this edition we cover topics such as living in retirement, growing your investment income, the dividend or bonus decision an...

Click the link below to see our latest newsletter for Summer 2023.

Just looking at the return you are getting does not paint the full picture, ie is your buying power growing or falling over time? Please see the following short video from Dimensional fund ...

Click the link below to see our latest newsletter for Spring 2023.

Please take the time to read Whitings Chartered Accountants LLP summary of the changes announced and their impact via the link below: ...

Click the link below to see our latest newsletter for Winter 2022.

On 17th November the chancellor made his autumn statement and made a number of changes to the UK tax systems. Please take the time to read a summary of the changes announced provided by Whiting...

Whitings Wealth Management is pleased to announce that we have been recognised by Citywire New Model Adviser publication as one of the Top 100 adviser firms in the UK. Our aim, as it has ...

At 6.00 am on Monday 17 October, the Treasury issued a press release announcing that the (new) Chancellor, Jeremy Hunt, would making a statement "bringing forward measures from the Medium-Term Fisc...

On 14th October, as an important deadline loomed for Bank of England support of the government bond markets to expire, the government's political turmoil ratcheted up as the fallout from the 'fisca...

Since Chancellor Kwasi Kwarteng delivered his "mini budget and Growth Plan" a few weeks ago, UK markets and sterling have experienced alarming volatility as concerns intensify over the prospect of ...

Follow the link below to see our latest newsletter for Autumn 2022.

Everyone at Whitings Wealth Management Limited is extremely saddened by the passing of Her Majesty The Queen. A lifetime of public service leaves us with an enormous debt of gratitude. Our sympathi...

Investments that qualify for Business Relief can be passed on free from inheritance tax upon the death of the investor, provided they have been owned for at least two years at that time. Ple...

Click the link below to see our latest newsletter for Summer 2022.

Following the introduction of the Fifth Money Laundering Directive (5MLD) all UK resident trusts in existence on or after 6 October 2020 (other than those which are specifically excluded) will need...

Good planning is just as important when everything is going well as during an economic crisis. Please see our attached video with some thoughts for your consideration. As ever, if you would like to...

Click the link below to see our latest newsletter for Spring 2022.

Are you nervous about investing when markets are at historically high levels? Please see this opinion article from Dimensional commenting on investors concerns and possible behaviour at times like ...

We are pleased to announce and give notice that we are changing our business name from Whiting & Partners Wealth Management Ltd to Whitings Wealth Management Ltd (WWM), with effect from 1st Octobe...

Click the link below to see our latest newsletter for Autumn 2021.

The Chancellor Rishi Sunak presented his second Budget on Wednesday 3rd March 2021. Please find attached a summary from Whitings LLP Chartered Accounts. If you would like to discuss any aspect of y...

As the Government continues to respond to the Coronavirus outbreak and guide us all , we want you to be reassured that Whitings Wealth Management have already put everything in place to ensure we c...

What does this mean? Every day more and more people are asking this question... Please have a look at this ...

Every day more people are starting to think about environmental issues, such as climate change, social issues and our impact on the world around us, plus the sustainability of it all. B...

The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is obviously unsettling on a human level as well as from the perspective...

Just as you mature and develop as a person, and your circumstances do likewise, so will your financial goals. The aims you had for the money you were earning when you were 20 will not be the same a...

Please see the link below to view our quarterly newsletter for the Summer of 2019.

The value of balancing your income and expenditure was famously summed up by Mr Micawber in Charles Dickens' novel David Copperfield: "Annual income twenty pounds, annual expenditure nineteen si...

The short, and simple, answer is: everyone at some point in their life. Some people, if their finances are especially complex, will need a long-term adviser offering regular meetings and updates. B...

How can you increase your chances of a successful investment in equities / stocks and shares? Please find attached a short paper by Fidelity International on this question. One of the...

From time to time, stock markets go through periods of uncertainty. This could be down to some poor economic news or perhaps due to a political crisis. The sharp falls that can be experienced at su...

The Insolvency Service has urged individuals saving for retirement to protect their pension pots from criminals and 'negligent trustees'. Research carried out by the Service found that cri...

In working out what income you will need in retirement, there are many factors to take into consideration. You are not only having to look ahead 20, 30, maybe 40 years into the future, you are also...

"Because financial markets are forward looking, and because the future is unpredictable, investors must cope with uncertainty all the time". Please find attached an article written by Dimen...

With the aim of identifying local talented individuals and helping them to develop into perhaps the next generation of financial advisers/ planners and be part of a wealth management team, we are l...

ISAs (Individual Savings Accounts) are a very popular and efficient way of saving because returns are paid tax-free. There are six main types – cash, stocks and shares, innovative finance, ju...

Venture Capital Trusts (VCTs) are investment companies that are listed on the London Stock Exchange and are set up to invest in small UK businesses that meet certain criteria. To encourage support ...

There are many issues when it comes to managing your income once you retire. Assuming you set up a pension scheme (or were enrolled into one by an employer), you will retire with a plan that needs ...

As with all discussions and opinions regarding Brexit, ask 100 financial advisers what might happen, and how might you prepare, and you’re likely to receive 100 different answers. At the mome...

Our annual Wealth Preservation Seminar will offer suggestions and guidance for financial planning and investment management. Tax planning ...

Check out the video below to see what difference the right financial advisor can make. ...

A combination of aggressive reductions in the lifetime allowance (LTA), as well as restrictions on the pension annual allowance – such as the tapered allowance for high earners – has ha...

While retirement certainly brings about its share of unknowns, perhaps the most daunting prospect associated with this stage of life is the potential to run out of money.That fear is wi...

With UK interest rates currently at record lows and the continuing uncertain backdrop for investors, the Innovative Finance ISA (IFISA) adds another string to the ISA portfolio options. The IFISA a...

One in 29 children – a typical class size – lose a parent before they grow up. Life insurance is a crucial, but an often overlooked financial consideration with other demands on income ...

George Osborne had hoped to reach the milestone two and a bit years earlier in 2015, but Britain is now officially in the black and running a budget surplus for the first full year since 2001. Offi...

U.K. household spending - excluding mortgage payments - rose to £554.20 pounds per week in 2017, climbing back to pre-crisis levels of more than a decade ago for the first time, according to ...

Equity prices change every day based on supply and demand. If more investors want to buy a share than sell it at the current price, the price goes up. If more want to sell than buy, the ...

 Volatile markets can be stressful for investors, but this volatility can also be viewed in a more positive light. Rapid price changes show that markets are working as they quickly ...

Whitings Wealth Management measures its own business success from our clients point of view. The money our clients invest is much more than £pounds. It often embodies years of hard work, toug...

It may sound strange, but your pension could be the last thing you should draw on in retirement.Over the last five tax years the amount paid in inheritance tax (IHT), near...

The outcome of the Referendum last year confounded the predictions of the opinion polls, the bookies and the markets. All three ended the working day on 23 June with the...

The cuts and adjustments made to the two main pension allowances since 2011 have made retirement planning all the more complex.The lifetime allowance, which sets an effect...

The overwhelming majority of people who have been fortunate enough to be a member of a defined benefit (also known as ‘final salary’) occupational pension scheme should stay wit...