Industry Insights
Looking beyond the numbers when using a cashflow model
A cashflow model is a valuable tool that lets you understand how the value of your estate and individual assets might change
Latest from AFS
Industry News and Insights
Industry Insights
How to stop following the investment crowd and stick to your strategy
We’re only weeks into 2025, and it’s already been one filled with market volatility and uncertainty. At times like this, being part
Industry Insights
Investment market update: December 2024
Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may have
Industry Insights
How to boost your home’s energy efficiency this winter
Energy Saving Week is back from 17 January 2025. Throughout the week, the Energy Saving Trust will be working with organisations across
Pensions
5 practical tasks that could help you get more out of your pension in 2025
If it’s been some time since you reviewed your pension, going through these practical tasks could help you get more out of
Industry Insights
5 useful allowances and exemptions that will reset at the end of the tax year
Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April
Building Wealth
Research: Financial stability could be the key to retirement happiness
While the saying might be “money can’t buy happiness”, research suggests that financial stability certainly plays a role in your overall wellbeing.
Uncategorized
Plans changed? Updating your financial plan could offer reassurance
Even the best-laid financial plan might need to change at times. If you find yourself in that position, you might benefit from
Building Wealth
Building Wealth Steadily: Exploring Pound Cost Averaging
In a World Captivated by Quick Financial Wins The steady and reliable approach to building wealth often goes overlooked. Pound cost averaging
Pensions
Accessing Your Pension Funds
As You Approach Retirement One of the most important decisions you’ll face is how to access your pension funds. This choice significantly
Industry Insights
Managing Market Volatility: Navigating Uncertain Times
Global stock markets experienced significant turmoil on Monday, August 5th 2024, with Tokyo’s Topix suffering its worst day in 37 years, dropping
