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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
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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Regular financial reviews may help you get more out of every stage of life
Preparing for retirement Laura Marsh 16/09/2024 Preparing for retirement Laura Marsh 16/09/2024

Regular financial reviews may help you get more out of every stage of life

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How “lifestyle financial planning” could help you reach your goals
Laura Marsh 13/09/2024 Laura Marsh 13/09/2024

How “lifestyle financial planning” could help you reach your goals

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Greater freedom means money can buy happiness
Preparing for retirement Laura Marsh 09/09/2024 Preparing for retirement Laura Marsh 09/09/2024

Greater freedom means money can buy happiness

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How understanding behavioural finance could improve your decisions
Laura Marsh 06/09/2024 Laura Marsh 06/09/2024

How understanding behavioural finance could improve your decisions

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Inheritance Tax: 5 shrewd strategies for reducing a potential bill 
Tax planning, Estate planning Laura Marsh 02/09/2024 Tax planning, Estate planning Laura Marsh 02/09/2024

Inheritance Tax: 5 shrewd strategies for reducing a potential bill 

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How to effectively protect your identity and your finances from criminals 
Laura Marsh 26/07/2024 Laura Marsh 26/07/2024

How to effectively protect your identity and your finances from criminals 

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How to use life insurance to cover a future Inheritance Tax bill for your family
Laura Marsh 26/07/2024 Laura Marsh 26/07/2024

How to use life insurance to cover a future Inheritance Tax bill for your family

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Why the “4% rule” could put your retirement finances at risk
Laura Marsh 26/07/2024 Laura Marsh 26/07/2024

Why the “4% rule” could put your retirement finances at risk

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The fantastic benefits of basing your financial plan on happiness
Laura Marsh 26/07/2024 Laura Marsh 26/07/2024

The fantastic benefits of basing your financial plan on happiness

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Why mental shortcuts could harm your financial decision-making skills
Laura Marsh 26/07/2024 Laura Marsh 26/07/2024

Why mental shortcuts could harm your financial decision-making skills

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The value of financial planning: How it could help you achieve your aspirations
Laura Marsh 26/07/2024 Laura Marsh 26/07/2024

The value of financial planning: How it could help you achieve your aspirations

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4 cultures that could teach you about embracing older age
Laura Marsh 28/06/2024 Laura Marsh 28/06/2024

4 cultures that could teach you about embracing older age

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3 practical ways you could reduce your tax bill in retirement
Laura Marsh 28/06/2024 Laura Marsh 28/06/2024

3 practical ways you could reduce your tax bill in retirement

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Making your present part of your financial plan could enhance your life
Laura Marsh 28/06/2024 Laura Marsh 28/06/2024

Making your present part of your financial plan could enhance your life

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5 effective tips that could help you cut impulsive financial decisions
Laura Marsh 28/06/2024 Laura Marsh 28/06/2024

5 effective tips that could help you cut impulsive financial decisions

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Why “safety in numbers” might not apply to investing
Laura Marsh 28/06/2024 Laura Marsh 28/06/2024

Why “safety in numbers” might not apply to investing

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The value of financial planning: The intangible benefits that could boost your wellbeing
Laura Marsh 28/06/2024 Laura Marsh 28/06/2024

The value of financial planning: The intangible benefits that could boost your wellbeing

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How to calculate what’s “enough” when selling your business
Laura Marsh 28/05/2024 Laura Marsh 28/05/2024

How to calculate what’s “enough” when selling your business

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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