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Investment market update: February 2022
Throughout February, tensions between Russia and western countries caused concern for investors. As Russia invaded Ukraine, stock markets around the world fell and it’s expected that volatility will continue. If you’re an investor, remember to keep a long-term outlook when…
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The ESG investment trends to watch out for this year
ESG investing means considering environmental, social, and governance factors when deciding how to invest. ESG investing continues to grow and more investors are considering how they reflect their values in financial decisions. It covers a broad range of areas, but…
Read moreBusiness owners, is your firm vulnerable to scams? The amount lost to fraud has increased by 35%
As a business owner, have you thought about how vulnerable your firm is to scams? The pandemic has led to many businesses changing how they operate, and fraudsters are taking advantage. According to the latest UK Finance…
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Inheritance Tax receipts rise again. What can you do to minimise the bill?
Official figures show that the amount paid in Inheritance Tax (IHT) has increased again. As the IHT thresholds are set to remain the same despite rising inflation, more people will need to consider how IHT could affect what they leave…
Read moreMore people than ever are saving into a pension, but 6 in 10 aren’t confident about their knowledge
The latest figures from the Pension Regulator prove that pension auto-enrolment has been a success – more people than ever are saving into a pension. Yet, research also shows that many people don’t think they know enough…
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Why retirees need to consider the effect of inflation on their long-term income
As you may know, inflation (or the “cost of living”) has been rising at a faster pace than usual. If you’re retired, the effect of inflation can be more pronounced and it’s important to understand how it could affect your…
Read moreMatthew Walne is officially a CERTIFIED FINANCIAL PLANNER™
We’re delighted to announce that our very own Matthew Walne has recently earned the title of CERTIFIED FINANCIAL PLANNER™. For over 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been seen as the standard of excellence. A CFP® is one of…
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3 tips to manage your concern in an uncertain time
Since the start of 2022, you’ve probably noticed that global markets – and perhaps the value of your pension or investments – have been a little uncertain. Over the last week or two, the ongoing situation in Ukraine has exacerbated…
Read moreInvestment market update: January 2022
While many countries have now eased Covid-19 restrictions, the knock-on effects of lockdown continue to affect economies, businesses, and households. According to the Organisation for Economic Co-operation and Development (OECD), inflation in the 38 richest countries has reached 5.8% –…
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ESG investing: Understanding the jargon when making investment decisions
Have you considered investing in a way that reflects your values, but have been baffled by the jargon? If so, you’re not alone in being confused by the acronyms and phrases used to describe investments that consider other factors alongside…
Read moreHalf of investors admit to making impulsive, emotional decisions, and many go on to regret it
While investment decisions should be based on facts, many investors find their decisions are sometimes influenced by emotions. Whether you’re excited about an investment opportunity, or worried about market volatility, keeping emotions in check can help you make better investment…
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Only 55% of people want to split their estate evenly between their children
When thinking about how parents will split their assets between children, it’s often assumed wealth will be evenly distributed. However, a survey suggests that, for a variety of reasons, a significant proportion of inheritances may not be. According to a…
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