Playing the long game  When headlines turn turbulent and markets react sharply to global events, it's natural for investors to feel uneasy.   In April, the S&P 500 (the US stock…Read More...

Why planning, talking and taking action now can secure your family’s future  There is rarely a perfect moment to discuss finances, particularly with older relatives. It’s a sensitive topic, often…Read More...

Step-by-step guide to help you reclaim your lost pensions  It is easier than many people realise to lose track of an old pension pot. Changes and milestones in life, such…Read More...

Intergenerational financial planning is about creating a structured approach to managing and transferring wealth across generations.  For British families, this process is increasingly vital as economic pressures, complex family dynamics…Read More...

The UK Government has revealed significant plans to consolidate small pension pots, potentially increasing retirement savings for the average worker by £1,000.   Announced on 24 April 2025, the initiative targets…Read More...

A weaker US dollar could have significant potential effects on the UK economy, household finances and long-term financial portfolios.  Understanding these implications is important, especially given the high levels of…Read More...

The UK economy is currently navigating a complex landscape. While inflation continues to ease, wage growth remains strong—raising important questions about the future direction of interest rates.  The Bank of…Read More...

Inheritance tax (IHT) receipts in the UK have reached an all-time high, according to the latest figures released by HM Revenue & Customs (HMRC). Recent data shows HMRC collected £8.2…Read More...

Recognising common mistakes can help protect your wealth  Investing is essential for those looking to grow their wealth over time. Cash alone seldom keeps pace with inflation, as the interest…Read More...