News &
insights.

Rick Gosling – February 21, 2022

2021/22 Tax Year Allowances

As we approach the end of the 2021/22 tax year, Rick Gosling provides a review of the allowances available to individuals in our latest Five with Five blog.

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Liz Schulz – February 7, 2022

Pension Pitfalls Part 3 – Approaching Retirement

The third in our ‘pension pitfalls’ mini-series. The series is intended to highlight some of those areas which we feel can catch individuals out when it comes to their pension planning, or could mean that the tax advantages of the pension aren’t being fully utilised.

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Liz Schulz – January 28, 2022

Pension Pitfalls Part 2 – High Earners

This post is the second in our ‘pension pitfalls’ mini-series, which is intended to highlight some of those areas which we feel can catch individuals out when it comes to their pension planning, or could mean that the tax advantages of the pension aren’t being fully utilised.

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Roisin Duffy – December 22, 2021

Investing in a rising inflation environment

Inflation has been a challenging factor for investors to grapple with in 2021 and this is likely to be a central concern as we now move into 2022. Read the views of Head of investments Roisin Duffy

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Liz Schulz – December 7, 2021

Pension Pitfalls: Part 1 – Pre-Retirement

Over the next few weeks we’re publishing a 3-part mini series on ‘pension pitfalls’, looking to highlight some of those areas which we feel can catch individuals out when it comes to their pension planning or could mean that the tax advantages of the pension aren’t being fully utilised. This first article covers pre-retirement considerations

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Tom Mitchell – November 22, 2021

Five Wealth vs the Yorkshire Three Peaks

We are very pleased to announce that a group of the Five Wealth team completed the Yorkshire Three Peaks challenge last Saturday raising a total of £2,181.25 for Support Dogs Ltd.

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Roisin Duffy – October 16, 2021

The dividend outlook for income investors

Against the backdrop of the global pandemic, companies cancelled dividends in the face of unprecedented economic uncertainty. However, following a torrid period for income investors in 2020, we are seeing a much brighter picture emerging for dividend pay-outs.

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Roisin Duffy – August 24, 2021

The Five Wealth response to Sustainable Investment evolution

In this article our Head of Investments, Roisin discusses the evolution of sustainable investments and ESG factors being considered in the investment industry. Also how we at Five Wealth are responding to these changes.

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Stephen Jordan – August 5, 2021

Promotions at Five Wealth!

We are delighted to announce the promotion of Amy Grace, Liz Schulz and Rick Gosling to the position of Associate Directors of Five Wealth.

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Stephen Jordan – June 3, 2021

Five Wealth supports Greater Manchester Mayors Charity

Five Wealth are delighted to be the first (hopefully of many) sponsors of a “tap to donate” hub provided by the Greater Manchester Mayors Charity and located in One Piccadilly.

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