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Estate planning: How to understand the value of your assets and estate
When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be…
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Investment market update: December 2022
2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how it affected investment markets. Looking ahead, uncertainty is likely to be something…
Read moreHow to set out goals to achieve success in 2023
What do you want to achieve in 2023? From improving your fitness to learning a new skill to support your career goals, setting out what you want to achieve this year can help you lead the life you…
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3 key autumn statement changes you need to be aware of for the new tax year
Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from April. Reviewing your financial plan could help you understand if you’ll be affected and make changes…
Read more3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
Fewer workers are choosing to give up work on a set date. In fact, 34% of over-55s that haven’t given up work yet are gradually phasing into retirement, according to Legal & General…
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Revealed: The key to happiness in retirement is focusing on experiences
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be happy during your later years? Research has revealed that it’s experiences, rather than material items, that are important. …
Read moreEstate planning: What is it and why does it matter?
Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and…
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Investment market update: July 2022
The ongoing war in Ukraine, rising interest rates and soaring inflation could be pushing some economies towards recession in the coming months. This uncertainty has caused real volatility in global stock markets. Indeed, 2022 was the worst first half of…
Read moreWhy governance is a critical part of ESG investment criteria
It’s becoming more common for investors to consider non-financial factors when they make investment decisions. While investors may discuss the environmental and social pillars of ESG investing, they often overlook governance. Yet, it’s a crucial part of the process. ESG…
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How self-employed workers can create financial security amid economic uncertainty
As a self-employed worker, it can be more difficult to manage your finances. Your income may vary or not be as reliable as those who are employed. According to a study from Scottish Widows, almost half of…
Read more5 crucial things you need to consider when reviewing your estate plan
If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones…
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Why September’s inflation rate could deliver a bumper boost to your State Pension
For months, you’ve probably heard about the cost of living crisis and how it means your budget needs to stretch further. However, if you collect the State Pension, the high rate of inflation could mean it increases by a record…
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