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Estate planning: 3 crucial steps that could protect your later years
Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide you with peace of mind…
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Guide: 10 really fab things the Beatles can teach you about successful financial planning
60 years ago, the Beatles celebrated their first UK number one single – ‘From Me to You’. The Fab Four went on to spend an incredible seven years in the UK top 40. The band has influenced musicians for decades,…
Read moreFinancial wellbeing: 4 steps to creating a financial wellbeing plan
While growing wealth is often an important part of a financial plan, understanding how you can use your money to reach goals and improve your wellbeing is crucial. It could help you get the most out of your wealth and…
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Investment market update: March 2023
As inflation persists, central banks were forced to announce further rises to interest rates in March. Coupled with the collapse of Silicon Valley Bank, it has been an uncertain few weeks in the world economy. As an investor, remember that…
Read more6 healthy reasons to get out and about to celebrate National Walking Month
National Walking Month has been celebrated by people across the world since 2007. The campaign is run by Living Streets, a charity dedicated to walking more in a world where you may rely on cars and public…
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6 financial steps to take right away if you’re made redundant
Being made redundant can be scary and disheartening. While redundancy pay could cover your short-term finances, it’s natural to be worried about money when something unexpected happens. While you may be focused on securing your next role, don’t neglect your…
Read moreFinancial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”
Research has found that many couples keep financial secrets. While you may want to keep your finances separate for a whole host of reasons, working together could mean your money goes further and you’re more likely to reach your goals.
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4 valuable ways a financial planner can help you tackle “overwhelming” pension information
Do you find pension information confusing? You’re not alone; 50% of people in the UK describe the information they receive about their pension as “overwhelming”, according to a Standard Life study. Fortunately, there are places where you…
Read moreEstate planning: Do you need to include Inheritance Tax?
Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a potential bill. Over the last…
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Your spring Budget update – the key news from the chancellor’s statement
On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government’s aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal outlook…
Read moreAll the winners and losers from the 2023 spring Budget
Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November…
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Investment market update: February 2023
Statistics suggest that some of the pressures facing economies, such as high inflation and recession concerns, are starting to ease. However, there is still a risk that economies could fall into a recession in 2023. Read on to find out…
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