Much will depend significantly on your goals, needs and long-term aspirations Receiving a substantial lump sum of money – whether from the sale of a property, a business, an inheritance…Read More...

Introduction  Geopolitics continues to dominate the financial news as markets continue to react to Trump's unpredictable tariff war. In 2024 the US was not just the world biggest economy, it…Read More...

How to integrate emotional, financial and practical dimensions When it comes to your legacy, wealth transfer planning extends beyond the numbers. It’s not just about crafting a strategy for minimising…Read More...

Achieving this vision requires careful planning and preparation. We all dream of a comfortable retirement, free from financial worries and full of opportunities to enjoy life. However, achieving this vision…Read More...

Maintaining a strong commitment to your long-term goals  Early retirement is an ambitious but attainable goal, provided you adopt the right and disciplined approach to your finances. At the heart…Read More...

Taxes and pensions were left unchanged, but there was still plenty to think about in the Chancellor’s latest update  Rachel Reeves was adamant ahead of Wednesday’s Spring Statement. It wasn’t…Read More...

Why it’s imperative to consider your objectives and attitude towards investment risk   Constructing a diversified investment portfolio is crucial for safeguarding your wealth against market fluctuations. Diversification involves spreading your…Read More...

Many people do not engage in crucial conversations regarding the lifestyle they envision  As we approach one of life’s most significant transitions – retirement – many people do not engage…Read More...

Introduction  The FTSE 100 hit record highs in January, as Donald Trump took office for the second time. The announcement of US trade tariffs on Mexico, Canada and China have…Read More...

Making the most of your 2024/25 tax allowances  Investing your money wisely is more than just pursuing returns – it’s also about leveraging tax allowances to make the most of…Read More...