Financial Planning
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 […]
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement. In fact, according to a report in the Telegraph, higher- and additional-rate taxpayers could have missed out on […]
A key part of your estate plan is setting out how you’d like to pass on assets to loved ones. There’s more than one option to consider, so read on to find out more. Your estate plan should consider how you’ll use your assets during your life and what you’d like to happen to them […]