How to be a successful investor: Defining what “success” means
Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment…
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Senior Financial Planner | Blog Archive | Biography
Don’t have a will? Here’s how your estate would be distributed under intestacy rules
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your…
The age you can access your pension may rise. Could it affect your retirement?
The “normal minimum pension age” is rising from 55 to 57 in April 2028. It could mean you’re unable to…
Your Spring Statement update – the key news from the Chancellor’s speech
The chancellor has delivered the government’s Spring Statement. Here’s a useful summary of the key measures Rachel Reeves announced in…
Investment market update: December 2024
Political instability in Europe and further afield led to market volatility in December 2024. Yet, as the end of the…
Financial fears could be holding back millions of retirement dreams
A third of retirees say they hold back making purchases they need because they’re worried about running out of money…
10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is the perfect time to tick off some of the financial tasks you might have…
Regular financial reviews may help you get more out of every stage of life
Throughout your life, your goals and circumstances will change. Regular financial reviews could help ensure your plan continues to reflect…
Higher-rate taxpayers: Beware of the 60% tax trap
Around 1.35 million people were affected by the tapering of the Personal Annual Allowance in 2023/24. It could mean their…
10 unexpected effects of the work-from-home trend
With 4 in 10 workers now choosing hybrid or remote jobs, the shift to working from home has had a…
5 handy tips that could help couples create an effective financial plan
Managing your finances as a couple could mean you’re more likely to reach goals, but it can come with challenges…
Financial planning, like space exploration, needs careful management after success
You might think space exploration and financial planning have little in common. Yet, to be successful they both require careful…
Get your plans moving with an Individual Savings Account (ISA)
ISAs are simply a tax-efficient ‘wrapper’ that surrounds a specific investment. For example, a unit trust, shares or cash savings…
Corporation Tax hike: Here are the essentials business owners need to know
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
51% of adults don’t have a will. Here’s why it should be a priority task
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
Here’s why your pension could reduce your estate’s Inheritance Tax liability
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
Explained: Your 3 main options when accessing your pension for the first time
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
Why a hands-off approach could make sense when you invest
While it can be tempting to actively monitor your investments and try to time the market, it could affect your…
Experts forecast a recession in 2023. Here’s why and what it means for your investments
The UK is expected to face a recession in 2023. The situation could affect your investment portfolio, but, in most…
6 essential steps to take if you’re retiring in 2023
If you’re retiring in 2023, here are some essential steps to take that could help you plan effectively and get…
5 practical reasons you should create a financial plan with your partner
Finances are often still seen as a taboo subject. However, creating a financial plan with your partner can make sense…
Cost of living crisis: Why you should review your budget and plans
As the cost of living continues to rise, taking some time to review your budget and understand how the decisions…
1 in 3 savers worry they’ve “lost” a pension. Here’s how to track them down
It’s easier than you might think to lose track of pensions, especially if you move job or house. It could…
5 important things to check this Pension Awareness Day.
If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make…