Insights
Our latest Insights
Here, you will find regular updates from the team in which we articulate our views about money and other matters of interest.
- Client blog
The Meaning of Money
Travel broadens the mind, says client of Westleys FP and journalist Andrew Purvis, and talking to locals about their financial dreams and...
- Financial Planning
The Life Chart: A Gentle Confrontation With Time
I often share a visual with clients that I’ve come to call The Life Chart. It is disarmingly simple: a grid where...
- Money Tips
Gifting: The Right Money, to the Right People, at the Right Time — Without Undermining Independence
Gifting during your lifetime is often framed through a tax lens. Thresholds, exemptions, seven-year rules — the conversation can quickly become technical....
- Client blog
The Philosophy of Prosperity
Grace Caldwell (undergraduate in Philosophy and Ethics at Kings College, London) joined us for a week of work experience. Read about her...
- Financial Planning, Uncategorized
IHT on pension death benefits – draft legislation released
The Government has now published its draft legislation outlining how Inheritance Tax (IHT) will apply to pension death benefits from April 2027....
- Client blog
Ten tips for a happy life in the country by Keith Boyfield
Two years ago, I opted to leave the familiarity of my metropolitan life in Fitzrovia, central London, for a new life in...
- Money Tips
Reflections on wealth and happiness in a material world
It has long been considered that wealth, or an abundance of it, is a key piece in the ever-complex jigsaw of a...
- Financial Planning
How to prepare your children for the financial challenges that lie ahead
One of the biggest challenges that many wealthy families face is how to talk about the money they have accumulated with their...
- Money Tips
Golden rules for long term financial success
One of the great Roman stoics, Epictetus, is credited with the quote ‘You become what you give your attention to’. For most,...
- Money Tips
Cashing in on foreign coins
What to do with leftover holiday money
My bank manager’s advice to me as I set off to travel round Africa for a year in 1990, when traveller’s cheques...