Financial Planning
When creating an estate plan, there might be people you want to pass wealth to but they’re not in a position to manage their finances. Using a trust could provide a way to leave a vulnerable loved one assets and feel confident they’ll be effectively managed. Trusts aren’t used as commonly as other ways to […]
Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may have influenced your investment returns at the end of 2024. Remember to focus on your long-term goals when assessing the performance of your investments. The value of your assets rising and falling is part […]
When you’re making financial decisions, it can be difficult to look at your options objectively. Indeed, factors like your past experiences and emotions may influence the conclusions you draw. Behavioural finance seeks to understand how people make financial decisions and what factors influence them. Understanding some aspects of this area of study could help you […]
As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some simple questions that may help you assess if your life goals have changed. Last month, you read about 10 financial tasks to complete to get your finances on track for […]
Following the stocks and shares that have experienced impressive returns can seem like fun and a way to make the most out of your investments. Yet, a study indicates that following the crowd and investing in companies that are being hyped in the press or among investors could mean you miss out on growth opportunities […]
Longer lives and financial pressure mean many people believe that retiring in their 60s will become a thing of the past. So, if you want to ensure your child or grandchild can enjoy financial security later in life, how could you help them? Read on to find out. Two-thirds of Brits believe retiring in your […]