Investment market update: December 2020 2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the… read more
10 motivational books to help you get the most out of 2021 What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but these ten books can provide a boost when you need… read more
Protecting your business: What you need to know about key person insurance If you’re a business owner, there will be plenty on your mind. From the day-to-day tasks to a long-term strategy, you’ll need to make many decisions. But if you or… read more
Have you prepared emotionally for retirement? Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often… read more
Beware of pension trap when accessing your pension before retirement For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they plan to work past this point. It means you can… read more
Pension gap: How can women improve their security in retirement? We hear a lot about the gender pay gap, but one area that’s often overlooked is the knock-on effect this has for retirement savings. While progress has been made, on… read more
Inheritance Tax and gifting guide If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest… read more
Investment market update: September 2020 As countries around the world eased lockdown restrictions, there are positive signs that economies are recovering following the Covid-19 pandemic. However, with new measures in place potentially for months, the… read more
7 signs your work-life balance could benefit from an adjustment Earlier this month marked National Work Life Week, which aims to encourage both employers and employees to focus on wellbeing and striking the right balance between work and life. The… read more
Millennials struggle with homeownership: 5 things that could help Getting on the property ladder has always been a struggle. But a combination of soaring rents, rapidly rising house prices and stagnant wages means many millennials are worrying they’ll never… read more
Financial planning week: 10 steps to take before New Year This month marked financial planning week, which aims to showcase the benefits of financial planning, from the financial gains to improved wellbeing. To celebrate this, we’ve got a checklist of… read more
10 ways to free up money so you can save more Lockdown has turned us into a nation of savers. People in the UK usually save around £4 billion a month, but New Model Adviser reports that,… read more
