21Aug
Event: Our approach to Financial Lifestyle Planning
We all have dreams and aspirations of things we wish to achieve in the coming years and similarly an idea of how our retirement might.. Read More →
19Aug
The financial impacts of being sandwiched between your kids and parents
The sandwich generation are now finding themselves caring for both their parents and young children at the same time. This generation usually falls between the.. Read More →
19Jul
Planning your finance for the future
70% of the UK’s personal wealth is retained by those aged over 55, however, the needs of the Baby Boomers are drastically changing as they.. Read More →
20May
Discovering your true wealth
It is important at every stage in your life to do a check on your financial position and know what your net worth is. In.. Read More →
12Apr
Retirement at age 40 or 50? Why wait to retire until you are 67?
Mark Stewart, Director at Sheards Wealth Management talks about calculating how much money you would need to retire at 40 or 50. At various presentations.. Read More →
18Mar
Using ISAs as a prime weapon in your financial planning
There have been a number of changes to the ISA rules recently – including some exciting innovations – so whether you are new to ISAs.. Read More →
13Feb
If you fail to plan, you’re planning to fail…
Life gets busy and consequently, we often put off things that we don’t even know where to start with. But we all have goals and.. Read More →
23Jan
Grieving savers could be paying unnecessary Inheritance Tax
Did you know that hundreds or thousands of bereaved partners in the UK could be paying unnecessary tax on cash ISA savings that are inherited.. Read More →
21Dec
Make the right financial resolutions this New Year
With the New Year approaching, there is no better excuse to get your finances in order and put plans in place for the future. So.. Read More →
07Nov
What does a Financial Adviser do?
If you are thinking of working with a Financial Adviser but haven’t worked with one before, it can often be difficult to know exactly what.. Read More →
29Oct
Get to know Mark Stewart
Mark has recently been featured on the Yorkshire Times website with his Business Profile. Get to know him more here: What is your business motto?.. Read More →
17Oct
Meet the Adviser: Stephen Harrison
To better understand the inner workings of Sheards Wealth Management, we sat down with Financial Adviser Stephen Harrison. We discussed the path in which Stephen.. Read More →
01Oct
Tax Efficiency: Taking control over where your money is invested
We all work hard to put money away and therefore, it’s not uncommon to want to avoid high levels of tax on our savings and.. Read More →
13Sep
Meet the Adviser: Darren Brock
As our team continues to grow at pace, we thought it was about time we shared a little bit more about the Advisers behind Sheards.. Read More →
31Aug
Meet the Adviser: Richard Derdowski
Following on from our interview with Mark, this week is the turn of Independent Financial Adviser, Richard Derdowski. Richard joined the team at Sheards Wealth.. Read More →
20Aug
How To: Invest for Retirement
Retirement is something that most of us look forward to but ensuring that you have enough money for the biggest holiday of your life requires.. Read More →
30Jul
Meet the Adviser: Mark Stewart
As our team continues to grow at pace, we thought it was about time we shared a little bit more about the Advisers behind Sheards.. Read More →
10Jul
How to: Minimise Inheritance Tax
Inheritance tax (IHT) is one of the oldest forms of tax in the UK after it was introduced way back in 1694. Now, some 220.. Read More →
24May
Two new advisers join the Sheards Wealth team
We are delighted to announce that we have appointed two new financial advisers to help support us with our rapidly growing client base. Back in.. Read More →
27Apr
Your Guide to Pension Jargon
When it comes to pensions, we appreciate that you can be overloaded with jargon and terms that you just don’t understand. So to help, we’ve.. Read More →
08Mar
The Sheards Wealth Team Continues To Grow
We’re delighted to announce that we have appointed a new Financial Administrator to support our team and growing client base. Lisa Oldroyd has worked in.. Read More →
01Feb
Sheards Wealth Management turn 10!
February marks our 10th anniversary and we’ve got a lot to celebrate. 2017 saw our most successful year to date, following the repositioning of our.. Read More →
30Jan
New Paraplanner joins the Sheards Wealth Team
Following the success of last year, we’re delighted to announce that we have appointed a new Paraplanner to support our growing client base; this is.. Read More →
10Jan
Don’t get caught out with a surprise pension tax bill
Complex rules which restrict tax relief on pension contributions, which came into effect in the 2016/17 tax year, could result in an unexpected tax bill... Read More →
12Dec
Pensions & retirement planning: what are the options?
As Christmas and the New Year loom large, there may be questions around the dinner table over the festive period about your retirement, and when.. Read More →
18Nov
Sheards Wealth Welcomes Independent Financial Adviser
We are delighted to announce the appointment of Darren Brock as Independent Financial Adviser as we continue with rapid expansion plans. Darren has been working.. Read More →
10Aug
Relevant Life and Business Protection Insurance
Here at Sheards Wealth Management, we now offer Business Protection insurance and Relevant Life insurance. These products are designed to protect both you and your.. Read More →
08Aug
We’re Hiring – Financial Administration Apprentice
Job Title: Financial Administration Apprentice Apprentice Level: 2 Working Hours: 37.5 Wage: Minimum apprentice wage This is an exciting opportunity for an individual to be.. Read More →
25May
Top 10 Tips for considering Final Salary Pension Transfer
Are you considering a Final Salary Pension Transfer? Read our tips to find out more. Consider all your options. Due to the pension changes introduced.. Read More →
18May
FREE Business Seminar on SSAS Pensions
SSAS Pensions – How to get the taxman to pay for your property portfolio Join us for our FREE business seminar and discover how a.. Read More →
04Apr
The importance of making a Will
It may not cross your mind how much you’ll be financially worth when you die and, unfortunately, many people don’t think about the impact that.. Read More →
02Mar
Sheards Surgery at Kirklees Business Conference
Kirklees Business Conference is taking place on Wednesday 15th March at John Smiths Stadium and we’ll be hosting a surgery with our sister company Sheards.. Read More →
20Feb
The Joy of SSAS: Upcoming Business Seminar
What is a SSAS Pension? A Small Self Administered Scheme (SSAS) is a pension set up by a limited company for the benefit of its.. Read More →
13Feb
SSAS pensions and the benefits
SSAS Pensions and the benefits! A Small Self-Administered Scheme (SSAS) is a pension trust set up by a limited company for the benefit of its.. Read More →
23Jan
Sheards Wealth Management offer pension advice at business seminar
We are delighted to announce the launch of our new business seminar which will offer advice to businesses on small self-administered scheme (SSAS) pensions. The.. Read More →