Financial Advice Blog

Investment scams move up a gear The number of fraudsters using the details of legitimate firms to rope unsuspecting consumers into investment scams increased by 29% in the year to September 2020. The methods employed by investment scammers have become increasingly...

Whether retirement is a long way off or just around the corner, retiring as comfortably as possible is likely to be a primary objective. Having analysed the happiest cities to spend retirement across the globe, one study1 has revealed that Helsinki takes the number...

The arrival of spring is generally associated with a sense of optimism and, this year more than ever, we are all certainly in need of a positive boost. Thankfully for investors, there are increasingly hopeful signs on the horizon, with a growing belief that we are now...

A freeze on most major tax thresholds in the 2021 Spring Budget, including Income Tax, Inheritance Tax, pensions and Capital Gains Tax thresholds, is set to bring in billions for the Treasury over the next five years. Paul Johnson, Head of the Institute for Fiscal...

Frozen IHT thresholds will impact 'twice as many clients as LTA' One in three (31 per cent) clients are likely to be affected by the frozen inheritance tax thresholds, making up more than twice as many as will face a lifetime allowance charge, according to a survey of...

One of the first financial tips a person is given, is to make use of their ISA allowance each year. ISAs (or Individual Savings Accounts) offer attractive tax benefits such as tax-free growth and dividends, but what happens when you get older and your goals change?...