Investment market update: August 2026
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your […]
Why viewing your lifestyle goals as an experiment could lead to success
From abandoned new year resolutions to yet-to-be-visited bucket list travel destinations, failing to achieve the ambitious goals we set for ourselves is […]
Explained: Capital Gains Tax and how you could reduce your liability
The amount HMRC is forecast to collect through Capital Gains Tax (CGT) is set to more than double between 2024/25 and 2030/31, […]
Are you supporting adult children? Here’s why it should be part of your financial plan
A growing number of families are financially supporting their children or grandchildren as they navigate adulthood. A financial plan could help you […]
6 useful tips for avoiding headline-driven decisions ahead of the Budget
The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in […]
The psychology behind favouring cash instead of investing
Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Managing […]
Investment market update: July 2026
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Read on to […]
How to rethink ageing and build a positive mindset
In western societies, ageing is often seen as a negative experience that people try to delay or deny as long as possible. […]
4 estate planning lessons you could learn from JRR Tolkien’s legacy
In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its […]
Explained: When Inheritance Tax could apply to gifts
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Indeed, according to Paragon […]
2 upcoming ISA changes you should be aware of
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. You might […]
The psychology behind investment mistakes
Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that […]