Financial Planning
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 […]
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 […]
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 […]
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 […]
For the last year, inflation has been high. If you’re worried about the effects of the rising cost of living, this guide could help you. Figures from the Office for National Statistics show, in the 12 months to April 2023, the rate of inflation was 8.7%. This is far above the Bank of England’s target […]
Economies and businesses still face challenges, but statistics indicate some of the pressure, including rising inflation, is starting to ease. Read on to find out what affected investment markets in May 2023. Remember, you should have a long-term outlook when investing. You should have an investment portfolio that reflects your goals and you feel confident […]