News & Articles

Our library of blog articles is a free resource we provide to help our clients and prospective clients understand their finances better. If you have any specific questions about planning your wealth to achieve your goals, then please contact us.

20 Sep 2022

Market volatility can be attention-grabbing, but you should focus on these 3 areas instead

The last couple of years have been challenging for investors. Factors outside of your control are likely to have led to your portfolio experiencing volatility. However, while market performance often grabs news headlines and your attention, the short-term movements of your portfolio shouldn’t be your main focus. Market volatility characterised… Read More

20 Sep 2022

Cost of living crisis: Why you should review your budget and plans

The cost of living is rising. Reviewing your finances now is crucial for understanding what effect inflation could have on your lifestyle and long-term plans. Inflation was at an almost 40-year high. In the 12 months to August 2022, it was 9.9%. There are several factors contributing to rising inflation,… Read More

20 Sep 2022

Why saving your pension could reduce a potential Inheritance Tax bill

When you start thinking about how you’ll create an income in retirement, it’s probably your pension that comes to mind. Yet, if your estate could be liable for Inheritance Tax (IHT), it could make sense to use other assets first. IHT is paid after you pass away if the value… Read More

20 Sep 2022

1 in 3 savers worry they’ve “lost” a pension. Here’s how to track them down

It can be easier than you think to lose your retirement savings. In fact, estimates suggest thousands of savers have forgotten about pensions that could support their retirement goals. 31 October marks National Pension Tracing Day, so it’s the perfect time to review your savings and see if you could… Read More

17 Aug 2022

Mortgage lenders are told they can scrap affordability rules. Here’s why it’s still important to assess your budget

The Bank of England’s (BoE) decision to scrap some affordability tests for people taking out a mortgage could mean you’re able to borrow higher sums. However, it’s still crucial that you have confidence in your budget and don’t overextend yourself. From 1 August 2022, lenders won’t have… Read More

17 Aug 2022

7 essential money lessons your children need to know before they go to university

The day that you send your child or grandchild off to university can bring up mixed feelings. There’s pride and joy at their accomplishment, but also fear and worry as they venture out into the world on their own for the first time. There’s also the issue of their financial… Read More

17 Aug 2022

5 unexpected lessons you can learn about finances from Roald Dahl

Roald Dahl’s books are known for colourful characters, fantastic adventures, and simply being fun. As a child, they’re the perfect books for capturing your imagination. As an adult, you can even find some unexpected money lessons nestled among the talking creatures and magic. Here are five financial lessons you can… Read More

17 Aug 2022

Women are investing earlier than men, and it could close the wealth gap

The gender wealth gap is a widely acknowledged issue in the UK, particularly in the context of pension savings and women’s ability to retire. Indeed, a report by Now Pensions and published by consumer group Which? suggested that on average, women would need to work an additional… Read More

17 Aug 2022

How self-employed workers can create financial security amid economic uncertainty

As a self-employed worker, it can be more difficult to manage your finances. Your income may vary or not be as reliable as those who are employed. According to a study from Scottish Widows, almost half of self-employed workers said their income fluctuates. The research suggests that… Read More

17 Aug 2022

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 sure you’re on track for the retirement you want. Here are five important things to check. 1. How is your pension invested? The money held in your pension is usually… Read More

11 Jul 2022

10 useful tips for getting your home ready to put on the property market

Are you planning to sell your home soon? A few small changes to your home and a bit of planning can make it far more attractive to potential buyers without having to invest a lot of money. While the average house price reached a record high, there are signs that… Read More

11 Jul 2022

5 compelling reasons why you should share a financial planner with your family

Money and financial decisions are often seen as a personal matter. However, making your family part of the financial planning process and discussing your goals with them can be valuable. A report from M&G Wealth found that 33% of advised families share the same adviser, with around… Read More

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