Ian Weatherhead - Independent Financial Adviser

Spring statement

www.wrensterling.com

Sarah Herd, our Head of Workplace, discusses the pressures that make us feel financially precarious, and how low financial literacy can add to the problem.

Communication and education is the key to overcoming these challenges. In our article, Sarah shares the hallmarks of an effective financial wellbeing programme.
https://hubs.la/Q044mPq30

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Iran Conflict – An update from Wren Sterling - Wren Sterling Over the weekend, Iranian state media and multiple international news organisations confirmed the death of Iran’s Supreme Leader, Ayatollah Ali Khamenei, following large‑scale U.S. and Israeli military strikes on targets in Iran.

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Understanding the Impact of Upcoming Inheritance Tax Changes - Wren Sterling | Wren Sterling In 2027, IHT will pull unused pensions into estates. Our article shows the dramatic impact of this on what we could owe the Treasury with Lucy Talbot https://hubs.la/Q03Yk7Yp0

Is financial advice right for you?
An IFA can help you with your financial plans and save you a lot of worry as you approach life-changing financial decisions. Especially if you’re confused about what your options are and what they mean for you.
Read here: https://hubs.la/Q03RNf_W0

https://www.wrensterling.com/news/how-does-working-with-a-financial-planner-on-an-ongoing-basis-add-value-it-could-be-worth-3-to-you-every-year/

How does working with a Financial Planner on an ongoing basis add value? It could be worth 3% to you, every year - Wren Sterling In 2023 we updated the Wren Sterling brand, and a central part of that process was getting under the skin of why people get financial advice through conversations with clients, employees and partners.

https://www.wrensterling.com/news/q2-2025-trump-tariffs-taco-and-tenacity/

Q2 2025: Trump, Tariffs, TACO, and Tenacity - Wren Sterling Returns of 5.5% for the global equity market and 1.9% for the UK bond market might suggest that the second quarter of 2025 was plain sailing for investors. The result is undeniably good, but the journey there involved the 5th largest 2 day sell-off for US stocks since World War 2, followed by a 17%....

Investments, pension contributions, gifting, tax planning and budgeting – it’s the new tax year and here are Wren Sterling’s 5 tips

New Tax Year Tips - Wren Sterling Capital Gains Tax is changing. The Annual Exemption Amount will be £3,000 from 6th April 2024, so it pays to understand the changes now.

What might the impact of tariffs be on investment markets? - Wren Sterling Many of these had already been priced into markets but it is fair to say that they came in at the extreme end of what was expected.