Financial Advice Blog

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one way to pass on wealth to your...

Britain’s financial watchdog, the Financial Conduct Authority (FCA), has cautioned pension holders to tune in to scammers’ ‘magic tricks.’ Research shows that the economic squeeze is encouraging more people to withdraw pension savings, with a quarter of all pension...

Why attractive bank interest rates might not be all they seem. For the first time in 15 years UK savers can now park their money with a high street bank and earn a 5% interest rate. On the face of it, this appears to make investing in cash right now attractive. Yet,...

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 way...

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...

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...