Investment choices
Behavioural patterns shaping our way of investing, for better or worse
Roadmap for investors
Increased confidence portfolios will perform well in 2022
In 2021, there was a return to some form of normality across a vast majority of regions following successful vaccine roll-outs around the globe. But will the economic rebound continue in 2022, or be stymied by rising energy prices, higher inflation and further continued uncertainty brought about by the pandemic fallout?
Will I be able to retire when I want to?
Financial planning and advice for the ‘unretired’
The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With more people living longer, expectations of retirement are being reshaped and there is no longer a one-size-fits-all approach to retirement planning.
How confident are you about your retirement?
Hopes, fears and aspirations of people approaching and in retirement
People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about rising prices. Continue reading “How confident are you about your retirement?”
Extending the scope of the trust register
Deadline for non-taxable trust registrations announced
Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.
Continue reading “Extending the scope of the trust register”
Extending the scope of the trust register
Deadline for non-taxable trust registrations announced
Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.
Continue reading “Extending the scope of the trust register”
Unlocking cash from the value of your home
Homeowners release a record-breaking £4.4bn in property wealth
Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and secure their own finances by repaying debt or remortgaging existing borrowing, according to newly released data[1].
Continue reading “Unlocking cash from the value of your home”
Looking to build a bigger pension?
Don’t miss the deadline to give your pension savings a boost
As another extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances. Giving your pension savings a boost and assessing where you stand will give you peace of mind that you are on track to enjoying the retirement you are planning for. Continue reading “Looking to build a bigger pension?”
How much do I need to save to retire?
Questions to help you live your best life in later life
The question, ‘Have I saved enough to retire?’ is a difficult one. It requires a lot of information about you, your family, your income needs in retirement, and an understanding of the various financial vehicles available for saving and investing before it can be answered definitively. Continue reading “How much do I need to save to retire?”