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.
22 Apr 2022
3 interesting pieces of data that show why you shouldn’t panic during market volatility
Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets fell sharply, and investors continued to experience volatility as the situation and restrictions changed. Just… Read More
22 Apr 2022
“Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities
Individuals aged between 40 and 60 – dubbed “midlifers” – are facing time and financial pressures as they try to support their families. Many are feeling the strain and don’t have the resources to focus on their own goals, and financial planning could help. According to a survey from… Read More
22 Apr 2022
Why good retirement planning is about more than your pension and money
If you’re nearing retirement, you may be starting to think about planning the next stage of your life. What steps spring to mind? You may prioritise organising your pension, claiming your State Pension, or reviewing how much you have in a savings account. These steps are important for creating security,… Read More
22 Apr 2022
Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds
If you opened a defined contribution (DC) pension in the 1990s or 2000s, the charges you’re paying could be higher than comparable pensions opened more recently. Between now and your retirement, the difference could add up to thousands of pounds. Research conducted by the Institute for Fiscal… Read More
29 Mar 2022
10 unusual hotels to spend the night in the UK
If you want to get away in the UK, you don’t have to opt for a typical bed and breakfast. If you’re looking for something a little bit different, there are plenty of quirky and unusual hotels and holiday lets available to book for an Easter break or summer holiday. Read More
29 Mar 2022
Business owners, is your firm vulnerable to scams? The amount lost to fraud has increased by 35%
As a business owner, have you thought about how vulnerable your firm is to scams? The pandemic has led to many businesses changing how they operate, and fraudsters are taking advantage. According to the latest UK Finance figures, covering the first half of 2021, fraud against businesses… Read More
29 Mar 2022
The chancellor is reportedly drawing up plans to scrap the additional-rate tax band. Here’s what it could mean
Reports suggest that the top rate Income Tax band could be scrapped in the next few years. It could cut your tax bill and, somewhat counterintuitively, could increase how much the Treasury takes in tax. According to a report in Citywire, chancellor Rishi Sunak has drawn up… Read More
29 Mar 2022
5 things the FIRE movement has in common with financial planning
The FIRE movement is a small but growing lifestyle movement. It stands for “financial independence, retire early”, and challenges the traditional path of working until you’re in your 60s before retiring. While the steps FIRE members take can be extreme, it does share some of its core principles with financial… Read More
29 Mar 2022
5 effective ways to turn a lump sum into a passive income
Finding a way to create a passive income can give you more financial freedom and complement to your other sources of income. And, if you have a lump sum, there’s more than one way you can do it. A passive income is an income that requires minimal work to maintain. Read More
29 Mar 2022
A quarter of retirees are relying on an inheritance. Here’s why you shouldn’t
A significant proportion of retirees are relying on inheritances to fund their later years, but research suggests that it could place their future at risk. According to research from abrdn, almost half of UK retirees fear they will eventually run out of money. A quarter plan to… Read More
18 Mar 2022
5 financial mistakes US expats in London are making!
You have arrived in London from the US, settled into your career, arranged schooling for the children bought your house and invested your money for your retirement just like your colleagues at work. All fine so far? No! Remember you are still a US citizen. And the US is one of… Read More
18 Mar 2022
10 key concepts to understand and achieve financial independence
With everything that is going on around us at the moment, we can sometimes feel powerless, consumed by world events, scared by swings in markets and fearful of the short term. We should remember however that our financial future is something we can always actively shape and influence. So it’s… Read More
