Financial Planning
Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets fell sharply, and investors continued to experience volatility as the situation and restrictions changed. Just as things were slowly getting […]
Individuals aged between 40 and 60 – dubbed “midlifers” – are facing time and financial pressures as they try to support their families. Many are feeling the strain and don’t have the resources to focus on their own goals, and financial planning could help. According to a survey from Legal & General, 6 million midlifers […]
When you retire, your income may be coming from multiple sources, and it may not be regular. This can lead to some retirees being overtaxed. While you can claim back overpaid tax, it could affect your plans and you may not realise you’ve paid too much. Understanding your tax liability can help you manage your […]
If you’re nearing retirement, you may be starting to think about planning the next stage of your life. What steps spring to mind? You may prioritise organising your pension, claiming your State Pension, or reviewing how much you have in a savings account. These steps are important for creating security, yet good retirement planning goes […]
Against the backdrop of the continuing war in Ukraine, the chancellor has delivered his spring statement. The war has contributed to uncertainty in the global economy, with the Office for Budget Responsibility (OBR) saying that, “given the unfolding situation in Ukraine, there is unusually high uncertainty around the outlook”. Disruptions in global supply chains and […]
Throughout February, tensions between Russia and western countries caused concern for investors. As Russia invaded Ukraine, stock markets around the world fell and it’s expected that volatility will continue. If you’re an investor, remember to keep a long-term outlook when reviewing your portfolio, and if you have any questions, we’re here to help you. UK […]