Mindful Mondays Ep 5

Mindful Mondays Ep 5

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Mindful Mondays || EP 4 of 5

Mindful Mondays ║ EP 4 of 5

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Mindful Mondays || EP 3 of 5

Mindful Mondays Ep 3 of 5

These 15-20 minute videos have been recorded for our staff and clients by our good friend Laura Uglow at True Vitality who does amazing work. Laura is a Personal Trainer, based in Windlesham, with over 15 years of experience in Health, Fitness and Wellbeing.  She feels passionately about helping people with their mental health and giving them tools to use in their everyday lives to help alleviate stress, anxiety and feel calmer. We would like to reach out to the local community and extend our resources  at this time so please feel free to forward this newsletter to  anyone who may benefit from this. 

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Mindful Mondays || Ep 2 of 5

Mindful Mondays || Ep 2 of 5

These 15-20 minute videos have been recorded for our staff and clients by our good friend Laura Uglow at True Vitality who does amazing work. Laura is a Personal Trainer, based in Windlesham, with over 15 years of experience in Health, Fitness and Wellbeing.  She feels passionately about helping people with their mental health and giving them tools to use in their everyday lives to help alleviate stress, anxiety and feel calmer. We would like to reach out to the local community and extend our resources  at this time so please feel free to forward this newsletter to  anyone who may benefit from this.

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Mindful Mondays by AWM ║Ep 1 of 5

Mindful Mondays by Ascot Wealth Management ║ Episode 1

We here at Ascot Wealth Management know that times are hard. It is now more important than ever to take care of your mental and physical health. This new limited newsletter series, Mindful Mondays, will lead us into the Christmas period so be sure to keep a lookout for it in your inbox for the next 5 weeks.  You can look forward to a new video, new recipe and new tips and tricks to take care of yourself every week. 

These 10-15 minute videos have been recorded for our staff and clients by our good friend Laura Uglow at True Vitality who does amazing work. Laura is a Personal Trainer, based in Windlesham, with over 15 years of experience in Health, Fitness and Wellbeing.  She feels passionately about helping people with their mental health and giving them tools to use in their everyday lives to help alleviate stress, anxiety and feel calmer. We would like to reach out to the local community and extend our resources  at this time so please feel free to forward this newsletter to  anyone who may benefit from this. 

Mindful Mondays by Ascot Wealth Management ║ Episode 1

You can contact award-winning Personal Trainer, Nutritionist & Fitness Coach
Laura Uglow at laura@truevitality.co.uk

A HOLISTIC APPROACH

Healthy from the inside-out

Studies have shown that the old saying ‘you are what you eat’ could not be more accurate. Find a recipe for Immune Boosting Lentil and Sweet Potato Soup below. 

Financial Health

This week’s financial corner talks about recession proofing your finances with some top tips on saving cash during the pandemic. As ever, do not hesitate to contact your adviser for financial advice.

If you would like to receive the rest of the Mindful Mondays resources straight to your inbox, sign up to our newsletter here

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

AWM QUIZ

AWM Quiz Night

In this strange time, community is very important. To help us stay in touch with our colleagues and share some much needed ‘face time’ with the people we usually spend 9 hours a day with we decided to host our very first AWM Quiz night. We can assure you that it won’t be the last. 

If you want to host your very own quiz night hit the link below to download your set of questions. 
 

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Join us for a tax-related power session!

Join us for a tax-related power session!

The complexity, sophistication and sheer volume of tax legislation, case law and practice have increased exponentially over the last decade or so, and most taxpayers are not even sure what they need to be aware of and what they can do to mitigate their liabilities. For this reason, we have decided to host a tax power session to address all the concerns you may have. 

Join us on the 4th or 6th of July for an informative tax-related power session, where you will have access to AWM’s award-winning qualified and experienced advisers and gain deeper insight into how you can easily integrate tax strategies into a diversified financial plan. 

We will post more information on the topics we will be discussing in these sessions. Topics include Retirement Planning Strategies, early Inheritance Tax Planning and the new world of Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT) – both government approved tax efficient investments.  This will be your opportunity to receive easy-to-follow guidance on these tax matters.  Invite your friends and family for an informative few hours where you will gain deeper insight into the complicated world of tax. 

This is a free seminar that will be held in Surrey and for those who are unable to attend this local session, AWM has arranged to host another session in London. Spaces are limited so book now to avoid disappointment.

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

It’s beginning to look a lot like Christmas!

It’s beginning to look a lot like Christmas!

The Christmas jumpers have come out, the eggnog has been poured and the festive lights are illuminating the neighbourhood.  Yes, it is that time of the year again – The time for families to come together and make memories that will last a lifetime.

From left to right: Compliance Manager Maddie Delboy, Graduate Wealth Manager Matt Fagan, Graduate Wealth Manager Difang Deng, Wealth Manager Assistant Connor Griffiths, Wealth Manager Assistant Emilie Sotty, Wealth Manager Catriona McCarron

We asked some of our employees what their favourite Christmas memory or tradition is. Compliance Manager, Maddie, told a story about how they take a pre-Christmas lunch stroll every year to prepare themselves for the pigs in a blanket they are about to have. On the other side of the world in South Africa, Global Wealth Manager Greg, also shares an anecdote that involves his favourite festive food, something that seems to be the main feature in everyone’s holiday tradition.   He tells the story of how his family debates around the Christmas table on the proportions of the crackling from the gammon every year.

We are sure Wealth Manager Assistant, Connor, would’ve appreciated some crackling in his tree house circa 2004, when he spent the remainder of his December holiday up there after his dad surprised them on Christmas morning with a tree house in the back garden. Wealth Manager Assistant Emilie reminisces about her ‘Broadway’ days as she and her cousins would put on a Christmas play for their family every year.

Growing up in China, Wealth Manager, Difang did not celebrate Christmas, however, she still holds fond memories of the holiday season as they celebrate Chinese New Year in January or February depending on the lunar calendar. She recalls one of her fondest childhood memories as receiving Ya Sui Qian (pocket money wrapped in a red envelope) from all her relatives and having a big family dinner on Chinese New Year’s eve, before watching the Spring Festival Gala on television.

No matter how you decide to celebrate the holiday season, there is no denying that it is a special time of the year

So from our family to yours, Merry Christmas!

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

What a great Christmas gift…

What a great Christmas gift…

Sometimes it can seem like your children or grandchildren have every new toy and book on the market, so when it’s time to buy them a present you have no idea where to start. Why not get them a Junior ISA? While it may not be the most exciting present for a child to receive, it will most certainly be the most valuable. 

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With house prices and university fees on the rise, it’s never been more important to start putting money aside for a child’s future. Junior ISAs are locked away until the child reaches the age of 18. After that, they can convert it to a cash ISA if they don’t use it for university fees. Anyone can contribute to the Junior ISA – a great option for friends and relatives looking to gift money to a child, as a child is only allowed to have one cash JISA. 

This example assumes a growth rate of 5%
This example assumes a growth rate of 5%.

Also for you to gift the money it also acts as a great start to any inheritance tax plan. Everyone is able to gift up to £3,000 per year without facing any inheritance tax charges. Another allowance you could use is small cash gifts where you can gift up to £250 to as many people as you like during the tax year, as long as that person hasn’t been the recipient of your £3,000 gift. Both of these are exempt gifts and you don’t need to declare anything to HMRC if you remain within these allowances.

With Christmas right around the corner, this may just be the perfect gift!      

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Company News – AWM Is Going Digital



LOGIN

AWM is Going Digital

You may have noticed that our Social Media pages have been more active in recent weeks.

More and more people are joining Social Media sites every day, and no, it’s not just for teenagers anymore.

Studies have shown that 78% of adults between the ages of 30 and 49 have at least one social media account and 64% of people between the ages of 50 and 64. There are more than 3 billion active users on social media. Are you one of them?

We see this as an opportunity to connect with our clients and facilitate a swift exchange of information.This means that you can now contact us through any of our social media pages, that’s right, you don’t even have to interrupt your scrolling! We share relevant and up to date information about the company and other newsworthy events. The clients who are following us on social media have received information such as

‘What’s the right emergency fund amount’,

‘5 Ways to teach your child about saving money’ and ‘The UK’s four Brexit options’ to mention but a few.

It’s exciting to get to know our clients on a more personal level and have them get to know us. We get to share behind-the-scene pictures and give you a sneak peek of what goes on at AWM.

If you haven’t followed us already, be sure to hit any of the social media links below as you may be missing out on important updates and content.If you are having trouble setting up your Social Media account, ask one of our advisers next time you see them, they’ll be happy to help.

With loads of content opportunities in the near future, be sure watch this space!


Facebook


Twitter


Instagram


Linkedin


CONTACT US

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.