8 financial tasks to complete before the end of 2025
Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some…
Read more
Senior Financial Planner | Blog Archive | Biography
Why stock market volatility can trigger financial bias
When markets experience volatility, even level-headed investors can let their emotions or other influences affect their decisions. Discover some of…
What could a Labour wealth tax look like?
Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration…
4 methods for tax-efficiently supporting charities
Supporting a good cause could increase your wellbeing and, in some cases, it could make sense from a tax perspective…
How to prevent your retirement from derailing during a career break
Research suggests that career breaks could become more popular, but they might derail retirement plans. If you’ve been dreaming about…
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
From April 2027, pensions will likely be included in estates when calculating Inheritance Tax liability. The potential upcoming change has…
Why ongoing financial advice could ease your mental load
Even if you feel comfortable managing your finances, sometimes the mental load of doing so could mean you don’t enjoy…
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…
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…