by CA Financial Services | Jul 17, 2023 | Uncategorized
Did you know that according to research5 , women are more likely to hold their nerve and avoid crystallising a loss when the market dips? In an attempt to stem their losses, nearly half of men (48%) have sold investments at a loss when they’ve fallen in value.... by CA Financial Services | Jul 10, 2023 | Uncategorized
Intergenerational financial conversations have too often been viewed as a no-go area, but new research suggests UK families are beginning to open up3 . Young adults are leading the way, with three quarters of 18 to 24-year-olds saying they have spoken with their... by CA Financial Services | Jul 3, 2023 | Uncategorized
Following Jeremy Hunt’s decision to freeze Inheritance Tax (IHT) thresholds for a further two years until April 2028, IHT is once again under the spotlight. Rising house prices and soaring inflation, combined with the extension to the frozen thresholds, mean that more... by CA Financial Services | Jun 26, 2023 | Uncategorized
Life is busy, and with cost-of-living financial pressures intensifying, it’s understandable if your retirement plans have been bumped down the list. If you’re looking to revisit your plans and get them moving in the right direction, so you can relax and fully enjoy... by CA Financial Services | Jun 19, 2023 | Uncategorized
Are you pondering early retirement? If so, it may seem like an enticing prospect, but it certainly bears thinking about. Ask yourself these vital questions: – How much will you need to live comfortably in retirement? – Do you have enough in your pension pot to enjoy... by CA Financial Services | Jun 12, 2023 | Uncategorized
If you’re an investor, it can also be challenging to keep your emotions in check when there’s so much economic and geopolitical noise being reported on a daily basis. It’s highly unlikely that Rudyard Kipling was thinking about investments when he penned his famous...