What the Budget changed for savers
[PLACEHOLDER — one sentence on what the Budget changed for savers. Wording not yet approved.]
Insights & Client Stories
The impact, opportunities and challenges of wealth management.
A collection of insights from Arkana Wealth, bringing together strategy blogs, expert perspectives, industry commentary and real client life experiences.
All insights and client stories
Why protection usually comes before investing
[PLACEHOLDER — one sentence on why protection is usually settled before investing. Wording not yet approved.]
Should you consolidate old workplace pensions?
Bringing scattered pots together is often sensible and occasionally expensive. What to check before you move anything.
Gifting, and what the seven-year rule really means
The rule most people half-remember, explained properly — including the part that catches families out.
What investment charges actually cost over thirty years
A small percentage compounds into a large number. Here is the arithmetic, without the sales pitch.
Retirement imminent for executive couple with big future plans
How we helped an executive couple approaching retirement plan their income, tax and inheritance position, starting from a lifetime cash-flow analysis.
Corporate director looks forward to the good life
How a corporate director with most of his wealth in company shares planned an earlier exit, keeping his family’s protection in place.
How financial protection helps to secure your future — even when the unexpected happens
How critical illness cover, put in place beforehand, kept a couple’s retirement plans on track through a serious illness and a redundancy.
Business sale leads to lifetime financial freedom
How a business owner approached to sell his company tested whether the proceeds, his pensions and his investments would be enough to stop work.
The value of investments can go down as well as up and you may get back less than you invested. Tax treatment depends on individual circumstances.