Environmental, Social and Governance 101: What is ESG Investing?
GreenSky Wealth Blog
by Greensky
2y ago
Given all the recent headlines about COP26, we thought we’d talk about one way you can help support a move towards a more sustainable future. ESG investing, which stands for Environmental, Social and Governance, is a style of investing which focuses on different aspects of companies over and above their stock price or profits. An ESG investment strategy is all about choosing to put your money in companies that are striving to make the world a better place. But, this isn’t just about giving to charity. It’s still a money-making investment strategy. The theory behind the strategy is that compani ..read more
Visit website
Why You Should Start Saving Into Your Pension Early
GreenSky Wealth Blog
by Greensky
2y ago
Here’s the thing. We know you all know how important pensions are. We’ve written about it before on this blog. Lots of other clever people are talking about it. So, we know that it’s something that many people, even young people, are very aware of. However, we’ve had a few enquiries recently from people in their early twenties. This is obviously a really positive thing. It’s great to see people even at the very start of their careers thinking about their retirement and taking concrete steps towards building their own retirement pots. So, we thought we’d take some time in this blog to cover ove ..read more
Visit website
Preparing your finances for the new tax year
GreenSky Wealth Blog
by Greensky
2y ago
The new tax year is fast approaching – let’s make it your best yet. Here at GreenSky, we’re looking forward to getting you prepared for the new year. No, we’re not going to book you a cab and buy you Prosecco – we don’t mean that new year. We’re all about 6th April, the start of the new tax year. Having a great Independent Financial Adviser will give you a real advantage in your financial planning for the 2021/22 tax year. Here are some of the things we’ll be considering with our clients: Pensions Carry Forward – making use of any annual allowance that you may not have used during the three p ..read more
Visit website
Saving for Future Generations: ISAs, LISAs and JISAs
GreenSky Wealth Blog
by Greensky
2y ago
Saving for the future is an essential part of financial planning. It’s basically the whole reason we do it. Whether it’s saving for your first house, to top up a pension, or to leave something for your children – having financial goals for the future is why we pay attention to our money. There are lots of different options when it comes to the best options for saving for the future. And, unfortunately, we can’t predict which one will be best for you just in this blog post. The best options for each person will depend on their specific financial goals and their current situation. What we can d ..read more
Visit website
Lasting Powers of Attorney (LPAs) and Investments: The Regulations
GreenSky Wealth Blog
by Greensky
2y ago
Here’s another guest post from Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. In this article, she’ll be covering how an attorney under a Lasting Power of Attorney (LPA) has to manage the investments of the person they’re acting for. It’s important stuff, so read on to find out more.   There are several obligations and duties imposed on attorneys appointed under a Property and Financial Affairs Lasting Power of Attorney. An LPA of this kind allows the attorney to make decisions on investments and other financial matters for the person they’re acting for, known as the donor. T ..read more
Visit website
What Happens to Your State Pension When You Die?
GreenSky Wealth Blog
by Greensky
2y ago
Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. Today, she’ll be going over what happens to your state pension when you die, and how you can claim state pension if your spouse has died.   The first thing to remind you of here is that there are actually several different types of state pension, and which one you have will affect how you claim it and if you can claim any additional state pension if your spouse dies. If you were born before April 6th, 1951 for men and April 6th, 1953 for women, you can claim the basic state pension. If you’re born after these dates, you’ll claim ..read more
Visit website
Trusts: When Might You Choose to Establish One?
GreenSky Wealth Blog
by Greensky
2y ago
Here at Greensky Wealth, we’ve been working closely with other professionals to make sure we offer our customers a full range of legal and financial support. We’ve partnered with Ann-Marie Matthews, Associate Solicitor at Barker Gotelee, who’s written a series of guest posts for our blog, designed to help you with wills, trusts and estate planning.   Today’s guest post looks at trusts and some common scenarios where they’re used. Read on to get all the important info. Trusts are legally binding arrangements. Under a trust, you’ll choose trustees to look after certain assets, for example ..read more
Visit website
What’s a Statutory Will and Why Are They Important?
GreenSky Wealth Blog
by Greensky
2y ago
Here’s the latest article in our series from Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. In today’s post, she’ll be covering all the details you need to know about statutory Wills, what makes them different to traditional Wills and why they’re so important.   For many people, the idea of establishing their post-death wishes can be quite far down their list of to-do items. Writing a Will means seriously thinking about things that most people prefer to not talk about, such as what happens when you die and who will receive your assets. However, it’s essential that you do have ..read more
Visit website
Could your Life Insurance be more tax efficient?
GreenSky Wealth Blog
by Greensky
2y ago
Having covered a whole host of facets concerning Life Insurance in the past few blogs, here’s where we start to get into the nitty gritty. And this is also the same point that we start to demonstrate a little of the magic of Independent Financial Advisors (IFAs). Intrigued? Good! Because if you’re one of the thousands of people that run a small business, then this article will definitely cause you to divert your eyes and attention our way. Let’s start at the beginning. The most obvious way to obtain Life Insurance is for you to research it yourself and buy it, or to speak to an IFA, who c ..read more
Visit website
6 Things to Consider Before You Buy Life Insurance
GreenSky Wealth Blog
by Greensky
2y ago
If you are a blog regular, then you’ll know we’ve covered all of the ins and outs of Life Insurance. We’ve looked at what it is and why you need it, the different types of cover available, whether or not critical illness is critical, and finally, how you could make your insurance more tax efficient. Phew! We’ve got through a lot. But we’re not quite done, we want to remind you of some important things before you decide to purchase Life Insurance. Now, we are here to help you at every stage of this decision making process. It is perfectly possible for you to buy life insurance on your own via t ..read more
Visit website

Follow GreenSky Wealth Blog on FeedSpot

Continue with Google
Continue with Apple
OR