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Documents and Guides

19 September, 2017
A family business is one of the most challenging, yet rewarding environments in which to build and secure your future.  The unique stresses of knowing that even if you sack...
07 July, 2017
Investors often focus on the importance of not losing money.  As an old saying goes, no one is risk averse, but everyone is loss averse.  Of course as a client...
23 May, 2017
The new Lifetime ISA is the largest shakeup of tax advantaged savings outside of pensions freedoms in quite some years - offering certain investors the chance to benefit from tax...
15 September, 2016
It's all very well having a plan to build up your assets to the point where you no longer need to work.  But if something goes wrong along the way...
09 September, 2016
The Pension Lifetime Allowance was introduced 10 years ago, and has been as high as £1.8m, and is now at a record low of £1m.  It might sound like a...
04 September, 2016
Whilst there are as many styles of investing as there are investors - the two main camps of 'Active' and 'Passive' dominate the investment landscape.  At Walden Capital we believe...
01 August, 2016
Money is seen as complex, and it is certainly true that there is more choice now in how you invest your money than has ever been the case before.  At...
29 July, 2016
Although in recent years the Government has increased the amount that can be inherited without paying inheritance tax, more and more of us will be caught, simply because house prices...
25 July, 2016
Retirement is an emotive time.  For that matter it's an emotive word.  Some of us dread it, some of us are counting down the days - or even the years,...
20 January, 2016
Winston Churchill once said “I contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself...
13 October, 2015
For those of us with children, often ensuring that they live a good life is one of our most important life goals.  How best to plan for their future is...
27 September, 2015
Most of us rely on a pension in some form or another in retirement.  Following changes earlier this year it is now possible to take any level of income from...
24 September, 2015
Equity Release Mortgages have a challenging reputation, but really can provide an ideal solution for those who are 'asset rich and cash poor' in retirement.  It is of course very...
24 September, 2015
At-a-glance guide to our services and team - and the benefits we can bring to you.
20 August, 2015
Walden Capital Client Agreement for Investment & Other Services
15 July, 2015
Walden Capital Client Agreement for Mortgages and Insurance Only