05th Apr 2024 by Emma James, CWM

Planning for the future can often seem a daunting task, especially when it comes to finances. There are many variables to factor into modelling your future costs and cash flows, and so knowing where to begin can be challenging. However, financial planning, and understanding how your assets are structured to meet your future needs, is essential to a comfortable retirement.

19th Mar 2024 by Andrea Solana, CFP™

Within the latest edition of the American magazine, Andrea Solana, Head of Advanced Planning at MASECO, shares some easy wins to consider from both a US and UK perspective as you quickly approach the end of the 2023/24 UK tax year on the 5th of April.

20th Oct 2023 by Jen Eathorne

Within the latest edition of American in Britain, Jen Eathorne, Wealth Manager at MASECO, discusses how women can protect themselves against potential life events that could impact their finances. 

21st Mar 2023 by Henry Findlater

When planning for a home purchase in the UK, the traditional factors and aspects of your financial life to consider include the amount you should put down, how much SDLT and Conveyancing Fees will be payable and the type of mortgage you want to secure. 

20th Feb 2023 by Henry Findlater

Historically, property alongside pensions has been one of the most common ways to invest in the UK both for a main residence and a buy-to-let portfolio. As many know, property is an asset class, just as cash, bonds and shares and can serve as a form of diversification when building an overall investment portfolio for assets.

29th Nov 2022 by MASECO Private Wealth

When it comes to lending money, it is essential to have a set of criteria that you use to determine whether or not a loan is a good idea. This criteria will help you assess the risk of default and make sure that you are lending to people who are likely to repay the loan.