Keep up to date with the latest news...
You can refine your search to find exactly what you need.
Effective Inheritance Tax planning is a careful balancing act Once a concern only for the very affluent, Inheritance Tax (IHT) is now an issue for many ordinary families, who may find themselves handing over an unprecedented portion of their estates to the taxman. This shift results from years of house price growth, inflation and stagnant […]
keep readingValuable insights that can impact an investment strategy With the ever-evolving landscape of investment, it’s not hard to see why it might appear daunting. The investment world is equivalent to a living, breathing entity constantly evolving and changing. It’s a landscape that never remains static, mirroring the dynamic nature of global economies and financial markets. […]
keep readingLiving life to the fullest and accomplishing long-held dreams Early retirement typically signifies reaching financial autonomy before the statutory pension age, usually in the mid-60s. In the United Kingdom, retirees can begin drawing their State Pension at age 66. However, this retirement benchmark is set to increase to age 67 by 6 April 2028. Consequently, […]
keep readingDiscussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship Transparency is the foundation of any strong relationship, which holds true regarding financial matters. It is easy to fall into the trap of assuming that you and your partner have similar financial habits and attitudes. Stay on track and work together […]
keep readingThe impact of an increased lifespan on your retirement finances Living to the ripe old age of 100 could require an additional £260,000 in pension wealth to ensure a comfortable retirement, compared to someone living until the current average life expectancy, according to the Office for National Statistics (ONS)[1]. In 2022, the ONS estimated 15,120 […]
keep readingStriving to use impact to boost investment returns ESG (Environmental, Social, and Governance) investing, a socially responsible investing approach, seeks to harmonise financial returns with a company’s environmental impact, stakeholder relationships, and global footprint. Our planet faces numerous challenges, from climate change to a rapidly growing and ageing population. Understanding and incorporating ESG risks and […]
keep readingPreserving wealth for your future lifestyle After a lifetime of hard work, you’ve successfully built a substantial and comfortable retirement account. Congratulations are in order. You’ve officially entered the golden years of retirement! Now, it’s time to enjoy the fruits of your labour, provided you’ve laid the groundwork for a well-prepared retirement. But investing after […]
keep readingRise in living costs forcing many people to dip into their financial reserves The average cost of housing, food, and energy bills have increased by nearly £500 per month as of September last year compared to August 2022, according to statistics regarding the cost of living in the country[1]. This rise in living costs has […]
keep reading