Financial Advice Blog

Recent research 7 has found that the war in Ukraine has prompted investors to become more vigilant about where their money is being invested. Over half (54%) of those surveyed feel they have become more conscious of capital allocation in the wake of the conflict,...

Keeping up to date with tax changes is never easy and you may have missed this recent one in relation to the reporting of Inheritance Tax (IHT), especially as it’s not something most of us have to become involved in very often. Checking for an ‘excepted estate’ The...

With earlier retirement a serious consideration for many people seeking balance in their lives, a quarter of Brits who aspire to retire early feel that age 60 is the optimum time to do so 5 . What makes you happy? If you’re planning to celebrate your 60th birthday by...

Due to uncertainty around the pandemic, the economy and more recently the crisis in Ukraine, people have sought reassurance that their pensions, investments and protection plans are being professionally looked after. It’s not all about making your money grow Good...

Global markets have experienced bouts of volatility before, and no doubt will do so again; it’s an inevitable part of investing. Even before the invasion of Ukraine, global indices were under pressure, contending with spiralling living costs and rising interest rates....