Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of […]
4 methods for tax-efficiently supporting charities
Supporting a charity could give you that feel-good factor and provide a sense of purpose. When you’re looking at the benefits from […]
Does your income make you a “Henry”? Here are some ways it could affect tax considerations
High earners striving to build wealth, dubbed “Henrys” (high earner, not rich yet), may find their tax position changes drastically as their […]
Think cash is king? It might be time to review your mantra
Cash can be comforting. It’s familiar, it’s accessible, and it’s tangible. But while cash savings can be part of a well-balanced financial […]
The decumulation dilemmas you might need to overcome when you retire
One of the retirement challenges many people face is how to handle wealth decumulation. During your working life, you’re typically working to […]
How to remain calm amid Autumn Budget speculation
The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But there are other factors outside […]
Investment market update: June 2025
Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising tensions in the Middle […]
How the “blue dot theory” could influence your life
Do you consider yourself an optimist or a pessimist? The “blue dot theory” could suggest that humans are hard-wired to be pessimists, […]
5 valuable reasons to consult a solicitor when writing your will
Writing your will should give you confidence that your assets will be distributed in line with your wishes when you pass away. […]
The age you can access your pension may rise. Could it affect your retirement
In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will rise from […]
How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to […]
Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions in the […]