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Guide: 10 things you can learn about your financial plan from these ABBA hits
In April 1974, a Swedish foursome took to the stage at the Eurovision Song Contest. Performing eighth on the night, ABBA introduced themselves to a global audience, romping to victory with their hit ‘Waterloo’. In the intervening five decades ABBA…
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Investment market update: January 2024
While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high levels of inflation and recession fears. The World Bank warned the global economy is set…
Read moreA Lasting Power of Attorney could offer protection at every life stage
Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every life stage. An LPA gives someone you trust the ability to make decisions on your…
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5 handy tips that could help couples create an effective financial plan
Managing your finances effectively as a couple could provide you with peace of mind and mean you’re more likely to reach your goals. Yet, it can be difficult as you could have very different financial priorities to your partner. Read…
Read moreHow to move into the decumulation phase of retirement planning
Transitioning into retirement can present new challenges, not least, understanding how to sustainably start using your assets to create an income. As you move into the decumulation phase, you might worry about balancing your needs now with your long-term financial…
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3 insightful research findings that could help you navigate your “second 50”
A report suggests that life after 50 will be radically different for those who have recently celebrated the milestone or are nearing it when compared to previous generations, and it could have implications for your financial plan. The research from…
Read moreRetirement planning: The importance of setting out your lifestyle goals
When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations. Last month, you read about the different…
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Guide: Everything you need to know about annuities when creating a retirement income
When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income. If you’re…
Read moreGuide: 7 allowances you might want to use before the end of the 2023/24 tax year
When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the 2023/24 tax year ends, might be valuable. This guide explores some of the allowances that…
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Investment market update: December 2023
Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what else may have affected your investment portfolio in the final month of 2023. On 27 December, the…
Read moreExplained: The basics you need to know about Venture Capital Trusts
For some investors, Venture Capital Trusts (VCTs) could present a way to tax-efficiently invest and support innovative businesses that may have high-growth potential. However, VCTs aren’t the right option for everyone. Read on to learn the basics you need to…
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Why the numbers are essential for successful financial planning
When creating a financial plan, you often start with your goals. After all, setting out your aspirations first lets you create a plan that’s tailored to you. Yet, understanding your numbers is just as crucial for successful financial planning and…
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