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Investment market update: June 2023

Inflation continues to be a challenge for economies around the world, but figures released in June suggest the pressure is starting to ease. Read on to discover some of the factors that influenced investment markets during June. Remember, you should take a long-term view when investing, as markets can experience short-term volatility. If you have […]

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These are the 5 core traits of the wealthy, according to an interesting study

Have you ever wondered what it takes to become very wealthy? A new psychology study suggests that personality traits might have more to do with wealth than you first think. The study, which was conducted by researchers at the Open University and the Norwegian School of Management, assessed the attributes of around 3,200 people. The […]

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Tolkien’s work is still providing his family with a passive income. Could your estate do the same? 

When people think about inheritances, they often view it as a lump sum. But you could leave your loved ones an inheritance that will deliver a passive income, and, in some cases, it’s an option that could improve their financial security. Take the work of author J. R. R. Tolkien – his family still benefit […]

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Government to ban financial cold-calling as 1 in 15 fall victim to devastating scams

The government has set out a new Fraud Strategy in a bid to stem the rise in the amount lost to scams. Among the measures it will implement is a ban on cold-calls related to financial products. While it could help protect you, you must remain vigilant too. According to government figures, fraud is now […]

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5 excellent reasons families use trusts

Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A trust is a legal arrangement that you could use to pass on assets. The trust […]

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Investing 101: 5 essential questions you need to answer to balance risk 

When you’re making investment decisions, balancing risk is an essential part of the process. Creating a risk profile can help you understand which investments are appropriate for you. Last month, you read about the benefits of investing and how it could boost your wealth over the long term. While investing can be a valuable way […]

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