While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident about the future and mean you have more options should you need support. According to a December 2021 report from The Health Foundation, people are increasingly living healthier and more independent lives in their…
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After many years without hosting work experience students, Herbert Scott was delighted to welcome two more enthusiastic individuals into the firm this summer. It’s been a rewarding opportunity to support young people in developing life skills and exploring potential career paths in financial services. The students, Joe and Leily, shared reflections on their time with us. Joe, currently studying Business…
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This summer, the Herbert Scott team swapped spreadsheets for paintbrushes and headed to Pinot & Picasso for a creative morning of art and laughter. We met bright and early at 9am, ready to channel our inner artists with a guided session painting the stunning Sunset in Santorini. Some of us followed the instructor’s lead step-by-step, while others boldly painted ahead—embracing…
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This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. There is an old joke that sheds light on the role that money plays in our lives.
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In late June, Team Herbert Scott headed to Grange Gardens for the annual Lewes Rotary Skittles Night—and what a fantastic evening it was! Representing us were Stacey, Kevin, Jim, Ben, and Hannah, with Hannah’s two daughters enthusiastically sharing the sixth spot on the team. We’ve been proud participants in this event for many years, and it’s always a highlight in…
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This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. Life can be complicated, can’t…
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Facing challenges later in life that might mean you need to rely on care can be difficult to think about. Yet, planning for care may be an important part of your overall financial plan and provide security should you need support in the future. Read on to find out how care services could affect your finances. …
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This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. Thinking about the future can…
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Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to September 2024 data from Vanguard, it’s…
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Managing your tax liability could help reduce your overall tax bill and get more out of your money. If you’re unsure how and when you might pay Dividend Tax, read on to find out. A dividend is one way a company can distribute profits to shareholders. You might receive dividends if you hold shares in dividend-paying…
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