I’m coming up. Personal wealth planning and wealth management.

In this feature our experts examine key issues relating to personal wealth planning and wealth management. After student loans, mortgages and kids university fees are dealt with attention inevitably turns to personal wealth planning and retirement. You may also be earning significantly more in this phase of your career. As our experts reveal there is plenty to consider. Personal finance is distinctly individual. What are your goals? How will tax impact those goals and do you have the most effective structure? What is the best way to receive your pension funds? What about property investments?  These 6 shows provide an introduction into personal wealth planning. And you can click on any expert to discover more content on similar topics.

    01

    Personal planning and retirement

    Paul Garwood

    Paul Garwood

    Director - Head of Financial Planning, Smith & Williamson

    Personal planning will involve paying out to different funds in different times of life, in this video Paul Garwood explains why most people start retirement planning when they are mid-career.
    02

    Tax law and residential properties

    Chris Springett

    Chris Springett

    Associate Director - Private Client Tax Services, Smith & Williamson

    Tax law for properties can be more complicated than people often think, as Chris Springett suggests in this TV Show.
    03

    Personal finance planning and seeking assistance

    Paul Garwood

    Paul Garwood

    Director - Head of Financial Planning, Smith & Williamson

    Personal finance planning is important but very complex. In this video Paul Garwood of Smith & Williamson discusses his work as an advisor in personal finance, and why people need help.
    04

    Tax law – Three vital tips for private clients

    Chris Springett

    Chris Springett

    Associate Director - Private Client Tax Services, Smith & Williamson

    A finance advisor will help you understand what you need to do to comply with tax law. In this TV show Smith & Williamson's Chris Springett explains the best process to follow with your advisor.
    05

    Personal planning and pension funds

    Paul Garwood

    Paul Garwood

    Director - Head of Financial Planning, Smith & Williamson

    Pensions are a complex part of personal finance planning. Paul Garwood discusses different ways to receive pension payments in this TV show.

    06

    Financial planning is very personal