Financial Planning
Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and ensure your wishes are followed. While it can be difficult to think about long-term challenges and […]
The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them. Allowances can help your money go further by reducing your tax liability. Reviewing your finances before the deadline could help you identify some allowances that could be right […]
Globally, inflation and recession risks continued to affect markets in November. Head of the International Monetary Fund (IMF) Kristalina Georgieva suggested that inflation could be nearing its peak. However, the Organisation for Economic Cooperation and Development (OECD) urged central banks around the world to keep raising interest rates to tackle moderate levels of inflation. So, […]
There are many reasons why you might be thinking about downsizing. From needing less space now children have moved out to releasing equity to fund your retirement, setting out your needs can help you choose a property that’s right for you. Here are five questions that can be useful to consider as you think about […]
Experts are predicting that the UK will face a recession in 2023. While it can be tempting to react to this news by changing your investment strategy, sticking to your long-term plan makes sense for most investors. Read on to find out why. Several factors are contributing to economic uncertainty, including high inflation and concerns […]
While many tax allowances haven’t fallen, they haven’t increased in line with inflation either. In real terms, that means they’re less valuable than they once were. It could affect your income, long-term wealth, and what you leave behind for loved ones. As the cost of living and the value of some assets rises, the tax […]