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The First Wealth Blog

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What’s important to you is important to us. Here’s our latest thinking on finance, business, lifestyle, travel and more.

How Financial Planning Can Help You Make Life-Changing Decisions

By Claire Phillips, Financial Planning Director
As the Greek philosopher Heraclitus identified more than two thousand years ...
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3 Pension Horror Stories That'll Make Your Eyes Water

By Claire Phillips, Financial Planning Director
Pension rules can be complicated and change frequently. It is all too easy to ...
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Retirement Planning Case Study: Susan & Chris

By Robert Schwarz, Financial Planner
From a high-profile music industry job, servicing artists like Taylor Swift, to ...
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Inheritance Tax Case Study: Mrs Taylor

By Scott Millar, Financial Planner
In this case study we will look at: ● How Mrs Taylor wanted to mitigate a ...
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5 Practical Steps You Should Take To Achieve The Perfect Retirement

By Robert Schwarz, Financial Planner
Retirement has changed. Gone are the days when you’d work for the same employer ...
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What’s the Best Way to Pass Money to My Kids?

By Anthony Villis, Managing Director
A Guide to Intergenerational Tax Planning (2020/2021)
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6 Ways to Kickstart Your Children’s Financial Future

By Anthony Villis, Managing Director
It’s not easy to discuss financial matters with loved ones but we are here to ...
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I’m worried about my parent’s health. What planning can I do?

By Claire Phillips, Financial Planning Director
It’s not easy to discuss financial matters with loved ones and when failing ...
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Can I Borrow From My Pension?

By Robert Schwarz, Financial Planner
Your pension is designed to provide you with a steady income in retirement. ...
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