Financial Planning
Financial literacy was first introduced into the national curriculum back in 2014, aimed at children aged between 11 and 16. However, the delivery was inconsistent, as the requirement wasn’t mandatory across all schools. Now, as part of a curriculum assessment, a stronger approach to financial literacy lessons is being adopted. From 2028, this education will […]
If you’re saving for retirement, you will want to get the most out of what you’re putting into your workplace or private pension. Fortunately, there are plenty of tax efficiencies when you save your wealth into a pension. Indeed, any investment returns generated within your fund are typically free from Income Tax and Capital Gains […]
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100 – an index of the 100 largest companies listed on the London Stock Exchange. According to the Guardian (31 December 2025), the FTSE 100 increased in value by a fifth in 2025, marking the strongest annual gain […]
Retirement is the perfect time to add some little indulgences into your life, your reward for navigating the challenges of a lifelong career. They don’t need to be particularly expensive or over the top. But things that will enhance your life, boost your wellbeing, and add a sense of fulfilment to your retirement can all […]
After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of your portfolio at the end of the year. Market volatility eased in December 2025 Markets were downbeat at the start of the month. Most European markets were in the red […]
When you’re building a business, you might have little time to think about other aspects of your long-term finances. However, overlooking your pension in favour of your business could leave you in a difficult situation when you want to retire. According to a survey carried out by think tank the Social Market Foundation (12 August […]