AFH Wealth Management

At AFH, we truly believe in putting our clients first, which is one of our core values, we’re always striving to educate, inform and enrich their lives through financial advice. Recently, we had the privilege of hearing from our clients Peter and Mary, who are now able to enjoy the retirement they always desired. With the help of their adviser Jade Soutter-Davies DipPFS and AFH, they gained the assurance they needed, knowing that their trusts were safeguarded and handled efficiently. We're extremely proud to have made a difference in their lives, through our services and support. https://lnkd.in/eB8NBa4r #financialsecurity #peaceofmind #retirementplanning #financialadvice #afhwealth

Feeling spooked by the ‘Halloween’ Autumn Budget? Here’s what might happen With media speculation around the announcements due to come out of Downing Street in Wednesday’s much-anticipated Autumn Statement, you may be feeling a bit overwhelmed. For many, trying to decipher the facts from the rumours brings an unwanted Halloween trick. On Wednesday, we’ll provide a round-up of the key announcements after they’ve happened, but ahead of that, we’ve put together an easy-to-understand blog which looks ahead to the statement and what could be announced. Read more here: https://ow.ly/bKNS50TUA74

In this month’s commentary our Chief Economist, Colin Warren, looks at the prospects for the Chinese economy and equity markets following the recent announcements of coordinated stimulus measures from Beijing. https://ow.ly/vkB250TQLbC #chineseeconomy #equitymarkets #economiccommentary #afhwealth AFH Wealth Management Cookham

The first in our series of easy-to-understand webinars is taking place on Wednesday 23 October at 6pm. In our first webinar, AFH experts will reveal how wills and trusts can speed up the process of passing your estate to loved ones, ensure their future financial security, reduce your estate’s exposure to Inheritance Tax and more. Register today: https://ow.ly/lWJs50TPTth

We’re thrilled to announce that, three months ahead of schedule, we’ve hit our fundraising target for 2024! Having raised over £12,000 for Motor Neurone Disease (MND) Association and with AFH kindly matching our efforts, our colleagues have smashed our fundraising efforts for this very worthy cause. From charity football matches to daring zip wires, staff at AFH have put their all into raising funds to help support those living with MND. With three months left to go before the end of the year, we’ve set ourselves a new challenge to raise £30,000 for MNDA in 2024. Thank you so much to all who have helped organise events, taken part or contributed.

In advance of the Autumn Statement, we talked to three AFH advisers to understand how they could help. They explain why talking to an IFA is probably more important than ever as we head towards October’s budget. Before we do though, we need to consider what the Chancellor may be planning to announce when the Autumn Statement takes place on Wednesday 30 October. Read more here https://ow.ly/18YH50TJ3AJ #AutumnStatement #Chancellor #FinancialPlanning #afhwealth

In this month’s commentary our Chief Economist, Colin Warren, looks at some of the major policy proposals of Donald Trump and Kamala Harris, and evaluates their potential economic and financial market impacts. Read here https://ow.ly/yqpj50Tw2Uf #afhwealth #economy #USelection #economiccommentary

The Government is looking into historic underpayments of the State Pension that could affect hundreds of thousands of Britons. This means many pensioners that received less than they should have done could now be able to claim back payments, which could be as high as £10,000 or more. With all this in mind, you might wondering whether you’re entitled to a payout. If so, read on to discover the five categories of pensioners that were affected by the scandal, and who may now be able to make a successful claim. https://ow.ly/kuUz50TmCHu

Paying too much tax when you access your pension could reduce the level of income you’re able to take from it, which in turn could reduce your retirement lifestyle. Worse still, overpaying tax could mean you inadvertently deplete your pension pot early, which could put your long-term financial security at risk. Read on to discover three common ‘tax traps’ and why working with a financial adviser could help you sidestep an unexpected tax charge : https://ow.ly/eSLZ50TmcrQ

According to the media in August 2024, the number of Britons whose pensions will not provide the retirement lifestyle has risen. Data from Standard Life reveals that the number of people with pensions that is unlikely to provide the standard of living they want increased from 35% to 38%, when compared to 2023. The good news is that many of us with underperforming pensions might be able to take steps to get them back on track. Read our latest blog as part of our series this Pension Awareness Week to discover five savvy ways you could boost the value of your pension and enjoy your dream retirement: https://ow.ly/K63b50Tl3aN