June 18, 2024
Investment market update: May 2024

On the back of data showing some countries have exited recessions at the end of the first quarter of 2024 and inflation falling, several market indexes reached record highs in May. Read on to find out what else may have affected the markets and your investment portfolio. UK Dominating headlines towards the end of May […]

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June 18, 2024
5 breathtaking coastal walks you can take this summer in the UK

The UK boasts some of the most spectacular coastlines in the world. Trails across the country can take you through sleepy fishing villages, tumbling clifftops, and unique natural formations that are the stuff of legends. Though your adventure may depend upon the whim of the infamously temperamental British climate, there are stretches of the coast […]

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June 18, 2024
Could downsizing help fund your retirement?

Research from Savills suggests that retirees could boost their income by downsizing. While selling your home and moving to a smaller property could be a valuable way to fund your later years, there are some important considerations you might want to weigh up first. Read on to find out more. Over the last few decades, […]

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June 18, 2024
Uncertainty drives record numbers to take out income protection. Here’s what you need to know

Figures from the Association of British Insurers (ABI) suggest a record number of families are taking out income protection to create a safety net. Read on to find out how income protection works and whether it could be valuable for you. Income protection would pay out a regular income if you were unable to work […]

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June 18, 2024
Explained: When do you need to declare the interest earned on savings?

Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest you’ve earned, and how to pay it if you are liable. According to online bank Marcus, 71% of people were not aware that the interest on savings could be taxed. […]

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June 18, 2024
3 valuable pension lessons workers can learn from retirees’ regrets

2 in 5 UK retirees have retirement regrets, according to a Canada Life survey. If you’re saving towards your future, you could learn some valuable pension lessons and avoid repeating the same mistakes. Securing the retirement you want often means thinking about this milestone many years before you celebrate it. One of the key challenges […]

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March 19, 2024
Investment market update: February 2024

While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year. To reflect this, the Organisation for Economic Co-operation and Development (OECD) has lifted its 2024 global growth forecast by 0.3%, when compared to the […]

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March 19, 2024
1.5 million households could see their mortgage repayments soar when their deal ends in 2024

Homeowners with fixed-rate mortgage deals that end in 2024 could face much higher repayments due to rising interest rates. If your mortgage deal expires this year, being proactive could help you manage your outgoings. High inflation over the last couple of years has led to the Bank of England (BoE) increasing interest rates. In November […]

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March 19, 2024
Have you overlooked speaking to your beneficiaries as part of your estate plan?

You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries? A new report by PIMFA suggests that 58% of people in the UK have never discussed inheritance with their family members. Not doing so could mean that your beneficiaries may […]

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March 19, 2024
A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam

A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the 2,000 people with assets worth more than £250,000 who were surveyed, 41% of them reported they had been scammed, with more than a third saying they had fallen victim in the last […]

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