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Don’t overlook trusts, they could be a useful way to pass on wealth
Trusts may be a useful way to pass on wealth, but research suggests it’s an option some people are dismissing. You can place a variety of assets in a trust, from investment to property, for the…
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More people than ever celebrate their 100th birthday. Here’s why it affects financial plans
More people in England and Wales are celebrating their 100th birthday. It could have implications for your financial plan and creating an income in retirement. According to a release from the…
Read more5 practical steps you could take this year if you want to retire in 2024
Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement. It’s also a life event that you may feel nervous about. Spending some time preparing for the next…
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2 key reasons why you may want to update your plan during a financial review
Regular financial reviews may help keep you on track to meet your goals and give you confidence in the steps you’re taking. As well as reviewing your assets, you might also want to make changes to your plan.
Read moreInvestment market update: September 2023
Economies around the world continue to struggle with high inflation and weakening demand affecting GDP. Read on to discover some of the factors that may have affected your investment portfolio in September 2023. When reviewing short-term market movements, remember to…
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5 simple tips that could help you make better decisions
When you’re facing big life decisions, it can be difficult to know which choice to take. Read on to learn some simple tips that could improve your decision-making. According to Eva Krockow, a lecturer at the University…
Read moreHow to make happiness part of your financial plan
People often think of their financial plan as a way to grow their wealth and provide financial security. You might consider areas like your pension or financial protection to be core parts of your financial plan. Yet, while they’re important,…
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5 useful conversations to have this Talk Money Week
Opening up about your finances can be difficult. Yet, talking about money could improve your financial security and boost your wellbeing. Every year, the Money and Pension Service (MaPS) hosts Talk Money Week, an initiative encouraging more people to start…
Read moreFinancial security is the most important retirement goal for 9 in 10 Brits
When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet, a survey found the most common goal for retirement is to achieve financial security. According…
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3 valuable reasons your financial reviews are important
Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential. Often, it’s advised that you review your financial plan once…
Read more10 magical life and money lessons you can learn from Disney
The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to…
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Investment market update: August 2023
Globally, signs suggest the pace of inflation is slowing. However, businesses in some sectors are struggling and weighing on economies. Read on to discover some of the factors that affected investment markets in August 2023. According to a Purchasing Managers’…
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