Financial Planning
Do you find pension information confusing? You’re not alone; 50% of people in the UK describe the information they receive about their pension as “overwhelming”, according to a Standard Life study. Fortunately, there are places where you can seek guidance or advice. The survey found 83% of people think financial advisers offer useful support. If […]
Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a potential bill. Over the last few months, you’ve read about what estate planning is and how to calculate the value […]
Statistics suggest that some of the pressures facing economies, such as high inflation and recession concerns, are starting to ease. However, there is still a risk that economies could fall into a recession in 2023. Read on to find out what influenced the markets in February 2023. As an investor, remember to focus on your […]
Next time you’re planning a trip abroad, checking out the cultural festivals of the location could turn your holiday into a once-in-a-lifetime experience. It’s the perfect opportunity to immerse yourself in a different culture, learn something new, and have a fantastic time. From partying on the street to taking in incredible art, there’s something for […]
You may have come across the term “asset class” when reviewing your finances or investing, but what does it mean? And which asset class suits your goals? In finance, asset class is often used to describe a group of investments that are similar and are subject to the same regulations. There are four main asset […]
ISAs are a vital part of effective financial planning for many people. According to official statistics, around 12 million adults deposited money in an ISA during 2020/21. Around 66% of these accounts hold cash, while the rest are Stocks and Shares ISAs. In total, consumers added £72 billion to ISAs during the year. Under current […]