Investment market update: January 2025
Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive…
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Financial Planner | Blog Archive | Biography
5 useful allowances and exemptions that will reset at the end of the tax year
The end of the tax year is approaching and some key allowances will reset. Find out more about five useful…
Investment market update: November 2024
In November, US citizens voted for their next president, and it affected investment markets around the world. Find out what…
Investment market update: October 2024
While inflation is stabilising in many major economies, there continue to be challenges that have led to investment market volatility.…
How “time travelling” as part of your financial plan could help you secure your goals
A chance to take a glimpse into the future could help you make better financial decisions that support your long-term…
3 practical ways you could reduce your tax bill in retirement
As the Personal Allowance is frozen, more retirees are finding they’re liable for Income Tax. If you’re retired, there could…
3 useful options you may want to consider when passing on assets to your loved ones
If you want to pass on wealth to your family, there’s more than one option. Read about the key considerations…
4 excellent reasons you may want to boost your ISA now
With the end of the tax year approaching, now could be the perfect time to boost your ISA if you…
10 festive markets to visit in Europe this year
It’s not too late to book a last-minute Christmas getaway. There are excellent Christmas markets across Europe that are well…