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Strategic Wealth Management
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Strategic Wealth Management
Home
About Us
Why choose us?
Our approach
Meet our team
Our fees
Who we work with
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Insights
Blog
Guides
Contact
Client Portal
Home
Folder: About Us
Back
Why choose us?
Our approach
Meet our team
Our fees
Folder: Who we work with
Back
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Folder: Insights
Back
Blog
Guides
Contact
Client Portal
Why your financial plan could benefit more than you by creating a legacy
Keeping wealth in the family Laura Marsh 14/11/2024 Keeping wealth in the family Laura Marsh 14/11/2024

Why your financial plan could benefit more than you by creating a legacy

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Inheritance Tax: How does the UK compare internationally?
Estate planning, Keeping wealth in the family Laura Marsh 07/10/2024 Estate planning, Keeping wealth in the family Laura Marsh 07/10/2024

Inheritance Tax: How does the UK compare internationally?

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5 practical questions to consider when you’re naming a Lasting Power of Attorney  
Estate planning, Keeping wealth in the family Laura Marsh 20/09/2024 Estate planning, Keeping wealth in the family Laura Marsh 20/09/2024

5 practical questions to consider when you’re naming a Lasting Power of Attorney  

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A Lasting Power of Attorney could offer protection at every life stage
Keeping wealth in the family Laura Marsh 21/02/2024 Keeping wealth in the family Laura Marsh 21/02/2024

A Lasting Power of Attorney could offer protection at every life stage

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The pros and cons of choosing a living legacy over leaving an inheritance
Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023 Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023

The pros and cons of choosing a living legacy over leaving an inheritance

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The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?
Thriving in retirement, Preparing for retirement, Keeping wealth in the family, Retirement Planning Laura Marsh 18/12/2023 Thriving in retirement, Preparing for retirement, Keeping wealth in the family, Retirement Planning Laura Marsh 18/12/2023

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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Estate planning: 3 different ways you can pass on wealth to your loved ones
Keeping wealth in the family Laura Marsh 01/03/2023 Keeping wealth in the family Laura Marsh 01/03/2023

Estate planning: 3 different ways you can pass on wealth to your loved ones

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Estate planning: What is it and why does it matter
Keeping wealth in the family Laura Marsh 01/02/2023 Keeping wealth in the family Laura Marsh 01/02/2023

Estate planning: What is it and why does it matter

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Strategic Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax advice, trusts or wills.

Registered in England and Wales no. 2205890. Registered address North House 198 High Street, Tonbridge, Kent, TN9 1BE.

Past performance is no guarantee of future returns and the value of investments can go down as well as up. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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Address

1 East Point, Seal, Kent, TN15 0EG

Contact

Telephone: 01732 760 000

Email: info@strategic.uk.net