Much will depend significantly on your goals, needs and long-term aspirations Receiving a substantial lump sum of money – whether from the sale of a property, a business, an inheritance or a bonus – can open the door [...]
Making the most of your 2024/25 tax allowances Investing your money wisely is more than just pursuing returns – it’s also about leveraging tax allowances to make the most of it. Individual Savings Accounts, known as ISAs, remain [...]
Why timing the market could be holding you back Are you considering delaying your next investment until the market drops? It’s a common notion, particularly among new or even experienced investors. The strategy of ‘timing the market’ – [...]
Taking a proactive approach to clarify your current financial standing The start of a new year is the perfect opportunity to take a step back and thoroughly reassess your financial situation. It’s a natural time to evaluate and [...]
Education is one of the most significant and rewarding investments you can make for your child For many students, starting university marks an exciting new chapter in life. It’s a leap forward in education and career aspirations but [...]
How could the range of changes impact your wealth planning? The Autumn Budget Statement 2024 introduced a range of changes that could significantly impact wealth planning strategies. From pensions and tax adjustments to shifts in the treatment of [...]
Ensure you’re well-placed to fund any future care needs Many people prefer to avoid the subject of long-term care. Most find it hard to contemplate going into a care home when they are older, but many will do [...]
Exploring strategies to secure your family’s financial future The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the 2012/13 tax year[1] to £7.5 billion in the [...]
Now is the time to make sure you know how much you need to save As you enter your 50s, retirement looms larger on the horizon, making it crucial to ensure your finances are optimally positioned. This stage [...]
Are your finances on the right track as you approach this new chapter? As we approach our 50s and 60s, retirement looms on the horizon, promising a well-deserved break from decades of hard work. Whether your future plans [...]
The power of reinvesting dividends for long-term growth Dividends represent the portion of a company’s profits distributed to its shareholders. When you own shares in a company that declares a dividend, you receive a share of those profits. [...]
Financial strategies are not immune to the impacts of life’s changes As the new year approaches, it brings a sense of renewal and opportunity—an ideal time to pause and evaluate your financial plans. This annual reflection is important [...]
