People planning for retirement should think hard about what they want to do when they eventually stop work. It is helpful to have a good idea of the lifestyle you want, how much it will cost and how you are going to pay for it. Continue reading “What’s your magic number?”
Have you thought about gifting your children or grandchildren something different this year? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world. Continue reading “Festive gifts that teach children the value of money”
You have a £20,000 ISA allowance to use by 5 April 2022. We’ve answered some typical questions we get asked about how best to use the ISA allowance to help make the most of the opportunities as this tax year draws to a close. Continue reading “ISA returns of the year”
Are you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic number of deaths. The pandemic has made many of us realise the importance of having life insurance as a fundamental part of a sound financial plan. Continue reading “A fundamental part of a sound financial plan”
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. Continue reading “Preserving wealth for future generations”
The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their money, with more than half (51%) now prioritising saving for an unexpected event or loss of income, research published suggests[1].
