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Guide: Leaving an inheritance vs gifting during your lifetime
Have you thought about how you’ll pass wealth on to those who are important to you? Traditionally, this has been done through inheritance, but it’s becoming more common to gift during your lifetime. Our latest guide explains why more families…
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Guide: The guide to later-life planning and care
When you think about your future, how far ahead do you plan? Perhaps you’ve thought about what your life will look like in 10 years, but have you considered your later years? While retirement planning is common, it’s often the…
Read moreInvestment market update: July 2021
The pandemic recovery continues to pick up pace in economies around the world. However, there are still reasons to be cautious and signs suggest the pace of growth is beginning to slow in some regions. According to the OECD (Organisation…
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The best hikes in the UK to challenge you
Summer is the perfect time to get outdoors and boost your health. Hiking in the UK can take you to some stunning locations while improving mental and physical wellbeing. It doesn’t have to be an epic hike to still deliver…
Read moreCashflow modelling: How it can give you confidence in your choices
When you’re making financial decisions, one of the challenges is understanding the impact that it could have on your long-term finances. Not understanding the impact means you’re unsure what you should do, or when you do make a decision, you…
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How financial planning can help you strike a better work-life balance
Financial planning is about much more than simply growing your wealth. Not only can it reduce financial worry, but it can help you achieve long-term goals, reduce stress levels, and increase your mental wellbeing. Perhaps you feel like you don’t…
Read moreShould you take a tax-free lump sum from your pension to celebrate retirement in style?
What are your plans for your first few years of retirement? Being able to take a tax-free lump sum from your pension can open up a whole host of possibilities. But would you be better off leaving your money invested?…
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7 things you need to do this Pension Awareness Day
Pension Awareness Day is just around the corner and is the perfect time to review your pension to make sure you’re getting the most out of it. So, ahead of 15 September, here are seven things you can do to…
Read moreInvestment market update: June 2021
After the global economy suffered due to the pandemic and related restrictions, the World Bank now predicts that it will grow at the fastest rate recorded in 80 years. The organisation expects the global economy to grow by 5.6% in…
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Life after lockdown: What do you want to achieve?
While some lockdown restrictions are still in place, things are slowly returning to “normal”. Since Covid-19 measures were first introduced in March 2020, you may have missed some things you usually enjoy or been forced to cancel plans. So, how…
Read moreDo you have an investment “side hustle”? It should still be part of your financial plan
Even when seeking professional financial advice, many investors are retaining “side hustle” investments. There are many reasons why you may want to take a DIY approach to some investments but it’s still important that they reflect your wider financial plan.
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ESG investing: The impact climate change could have on your investments
Last month, leaders of the G7 nations gathered in Cornwall for a summit. Unsurprisingly, the pandemic was top of the agenda, but climate change also featured prominently. As counties reaffirm their support for limiting climate change, it could affect businesses…
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