By Robert Wilcocks | Blog
We’re on the home stretch towards the end of the financial year so here are ten tax planning strategies you may want to consider in order to maximise Government entitlements, avoid potential penalties, boost your retirement savings, and ultimately, reduce your tax bill. Enterprise Investment Scheme EIS is a higher risk, tax efficient investment. Investments […]
Continue readingBy Robert Wilcocks | Blog
As I’ve gotten older, I’ve learned 12 key life lessons that I wanted to share with you. I hope this helps you live the best life possible. A ‘Gratitude-Attitude’ is central to both success and happiness. In other words, everything. Share your thoughts so you can cherish your feelings. If we don’t share how we truly feel, we deny […]
Continue readingBy Robert Wilcocks | Blog
Earlier this week when we shared part one of how to simplify investing we looked at the growth of £1 over the last 50 years relative to several asset classes, including cash, the FTSE all share, and inflation. Let’s take a closer look at the FTSE all share returns. Viewing this chart, I ask you, […]
Continue readingBy Robert Wilcocks | Blog
If you are not quite sure about how financial markets work, or more importantly, how to benefit from them yourself, I hope this blog series gives you some understanding and ideas.
Continue readingBy Robert Wilcocks | Blog
Successful people face a number of challenges every day, but also know how to overcome them. They possess certain qualities that make them truly exceptional. #1 They only look forward They have a positive attitude to failure and aren’t afraid to take risks. They don’t pass judgement or dwell on past mistakes that only cloud […]
Continue readingBy Robert Wilcocks | Blog
The following piece was written by an eighty-five-year old man who learnt that he had but just a few days to live. “If I had my life to live over again, I’d try to make more mistakes next time. I wouldn’t be so perfect. I would relax more. I’d limber up. I’d be sillier than […]
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Inheritance Tax, or IHT, is frequently in the headlines, although, a staggering seven out of ten people in the UK know nothing about the new tax rules. Yes, that’s right, another piece of complicated legislation has just been introduced. The sort of thing that makes one want to flee the country. However, the new legislation […]
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We established Wilcocks & Wilcocks (W&W) to focus on delivering leading-edge, holistic wealth management services to clients. Our goal was and is to deliver the highest quality of advice that we can to maximise the value we add for our clients, supported by exceptional client service, over the lifetime of the client and to future […]
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You Can Ignore Whatever I Say… Maybe not everything, but when it comes to investing who I am to argue with a Godfather? Read how Warren Buffett, arguably the most successful ‘active’ investor in history, instructed his executors to invest when he’s gone here. Although Buffett is probably the renowned and indeed successful active investor […]
Continue readingBy Robert Wilcocks | Blog
DIMENSIONAL FUND ADVISERS – WHO ARE THEY AND WHY ARE THEY GOOD FOR CLIENTS? Posted by Robert Wilcocks I just googled Dimensional Fund Advisers which we think are the financial services industries best-kept secret, to see what people were saying about them recently. The top article, from Barrons website, I thought was a fantastic summary […]
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