If getting your finances into shape is on your to-do list for 2023 then you might be planning to see a financial adviser who can help.
Planning Articles
WHAT LIES AHEAD FOR INVESTORS IN 2023?
Last year was challenging for stock markets to say the least. In the UK, both bonds and equities fell in value – and there was the gilt market turmoil of September following the mini-Budget.
Cop27 and Sustainable Investing
The Cop27 summit – the United Nations’ annual climate change get-together – has come to a close after much debate about how to solve the climate crises, mostly surrounding how to tackle stamping out dependency on fossil fuels.
Equity release on the rise
The impact of the pandemic means over-50s are now more likely to stay in their current home for life, having formed a greater attachment to living in the same space as fond memories.
The importance of financial advice
THE IMPORTANCE OF FINANCIAL...
Five New Year resolutions for 2022
The beginning of a New Year presents the perfect opportunity to explore a shaping up your finances.
INTERGENERATIONAL WEALTH: IT’S FAMILY BUSINESS
The number of families with multiple generations in retirement at the same time could rise in the future with the average life expectancy likely to increase.
THE PENSIONS SAVINGS MYTH
There’s a whopping £2.6 trillion[1] invested in UK pension schemes. Yet new research tells us that only a third of people know that their money is actually invested in the stock market.
The rising cost of living: 5 things households can do
Rising food and energy prices are hitting every household in the pocket. Here are five ways to make sure you’re being smart with your money.
Don’t underestimate the importance of estate planning – and making a Will.
The idea of having to pay inheritance tax (IHT) is unpopular to say the least. This tax is charged on an estate, which is the property, money and possessions left behind to loved ones who will pay 40% anything above the threshold.
Starting your own business: mistakes to avoid
Starting the journey as a business owner can be an exciting and rewarding experience, however, it is important to avoid money management mistakes and learn how to take calculated risks that will benefit your company. With a sizable number of new businesses failing within their first year, it’s important to learn from past entrepreneurs’ mistakes to avoid them yourself in the future.
