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.
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
11 Jul 2022
How to protect vulnerable family members from financial abuse
Sadly, vulnerable people are more likely to be a victim of financial abuse. However, if you think a family member may be at risk, keeping an eye out for signs of financial abuse could prevent it from happening. Financial abuse is when someone in a position of trust interferes in… Read More
11 Jul 2022
Income Tax freeze means 1 in 5 could pay the higher rate by 2024/25. Here’s how you could reduce your liability
Last year, former chancellor Rishi Sunak announced that he would freeze Income Tax thresholds until 2026 in England, and it means far more people will be paying the higher- or additional-rate tax in the future. Coupled with the freeze, it’s anticipated that wages will rise at a faster pace than… Read More
11 Jul 2022
1 in 10 accessing their pension do so to pay off debt. Here’s what you need to consider
While lifestyle expenses are the most popular reason for accessing a pension, a survey suggests that a significant number of people are doing so to pay off debt. If you’re considering this, it’s important you understand how you can access your pension and what the long-term effects could be. According… Read More
11 Jul 2022
How delaying retirement could help you maintain your standard of living as inflation rises
As the rate of inflation continues to rise, it’s more important than ever that those approaching retirement consider how the rising cost of living could affect them. For some people, delaying or changing plans could mean they have greater financial security later in life. According to Aegon,… Read More
23 Jun 2022
Do you have “green guilt”? Here are 8 simple ways to make your lifestyle more environmentally friendly
More people than ever are embracing lifestyle changes to reduce the negative effect they have on the environment. As the effect of our choices becomes more widely known, some feel guilty about the decisions they make. According to an Aviva survey, 64% of adults in the UK… Read More
23 Jun 2022
8 useful questions to ask when you’re viewing a property
When you’re viewing a property, there’s a lot to take in. You may be trying to weigh up if it’s worth the asking price, if it’s the right size for your family, and keeping an eye out for signs of damp. Having a list of key questions to ask the… Read More
23 Jun 2022
4 surprising things you can learn about finances from Bridgerton
When you think of TV shows that can teach you valuable financial lessons, Bridgerton probably isn’t the first one that comes to mind. Yet, the historical romance on Netflix has a few things you can learn about money and financial planning. The first season of the hit show racked up… Read More
