Altor Wealth Management

For most people that we see, there is a golden decade between ages 55 and 65 or there abouts. There are many financial breakthroughs at this point that should free up some spare income, which often coincides with people ramping up their pension contributions or finally finding spare cash for ISAs. Planning for your financial future is critical at this point, learn more about how to do this in out latest blog 👇 https://lnkd.in/eGC4djff #altorwealth #wealthmanagement #taxplanning #iht #retirement #financialservices #financialadviser #pension

Altor's Matt Pitcher looks at solutions including Business Relief, Gifts and Trust Planning when considering a client’s solution to capital at early retirement. Read more about Altor's approach to Trusts here 👇 https://lnkd.in/ehHr42Ud #altorwealth #financialservices #iht #capital #inheritancetax #businessrelief #trusts #gifts #financialadviser #wealthmanagement

Altor’s Matt Pitcher discusses the pro’s and con’s of how inheritance tax is delivered by a financial adviser, depending on an adviser’s experience and comfort zones. Learn more about how we can help you with inheritance tax planning 👇 https://lnkd.in/eyS7AV4U #altorwealth #wealthmanagement #inheritancetax #taxplanning #iht #financialservices #financialadviser

I was asked a very good question by a prospective client today: ‘How do you keep on top of the ever-changing tax, legal and investment landscape?’. The answer is not by maintaining the mandatory 35 hours of CPD required by our professional body (in my case I have three; CISI, STEP and PFS). Read our latest blog to learn how we keep on top of these changes 👇 https://lnkd.in/ea-3mMp3 #financialservices #altorwealth #financialadviser #advisertraining #cpd #training #investing #investment

Altor's Matt Pitcher explores the options and restrictions regarding a client’s access to capital in retirement. He also takes a look at how to control who has access to the inheritance when in-laws are involved. Learn more about the steps you can take regarding Protection Planning 👇 https://lnkd.in/etcebzrR #altorwealth #IHT #protectionplanning #financialadviser #financialservices #assets #capital #taxplanning

I do wonder if my generation of financial advisers are suffering from a scarcity mindset and whether that drives some negative behaviours. Most of us entered financial services when it was an industry, rather than the profession that it is today. There are no end of financial services abuse horror stories out there... Read our latest blog as we unpack this situation 👇 https://lnkd.in/eE9EQa2K #altorwealth #financialadvice #financialadviser #wealthmanagement #altorviews #financialservices

Now that the dust has settled on Rachel Reeves first budget, we thought some guidance about what actions to take might be more helpful than just a summary of the changes. Read more about taking action in our latest blog 👇 https://lnkd.in/eb2FMjrb #budget #financialadviser #financialadvice #altorwealth #iht #capitalgains #tax #taxplanning #wealthmanagement

The third quarter of 2024 was more volatile than the first half of the year, as investors tried to make sense of conflicting economic data, central bank messaging and the deteriorating situation in the Middle East. Read our latest blog to learn how this has affected the markets 👇 https://lnkd.in/dTByybBX #investmentcommentary #altorwealth #financialadvice #financialadviser #wealthmanagement #investment #economics

Altor’s Matt Pitcher discusses Cashflow planning software and solutions for client’s who are exploring their options regarding IHT. Learn more about Altor's approach to Cashflow Planning here 👇 https://lnkd.in/ev3z9uD8 #altorwealth #financialadviser #wealthmanagement #inheritancetax #cahsflowplanning #cash #financialservices

Attitudes towards IHT - Altor's Managing Partner, Matt Pitcher explains how attitudes towards Inheritance Tax can effect a client's understanding of the tax itself - as well as how it applies to their individual circumstances. Read more about Altor's approach towards Inheritance Tax here 👇 https://lnkd.in/eyS7AV4U #altorwealth #wealthmanagement #financialadvice #financialadviser #iht #inheritancetax #taxplanning