Financial Planning
Over the last few months, you may have heard the term “stealth taxes”. While you may not be affected by changing tax rates or lowered thresholds immediately, your tax bill could rise without you noticing due to freezes in certain allowances or exemptions. The term stealth tax is used to refer to a levy that […]
A blockbuster film might seem like an unlikely source for financial planning lessons. Yet, there are some surprising things you can learn from director James Cameron’s approach to the Avatar sequel, Avatar: The Way of Water. The first Avatar film hit screens back in 2009. It is the highest-grossing film of all-time thanks to its […]
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be happy during your later years? Research has revealed that it’s experiences, rather than material items, that are important. A survey from Royal London found that 72% of those aged over 55 favoured experiences over material possessions. From […]
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, […]