15 October 2025 Each quarter, we share a global market update, which summarises significant events across major stock market indices. Compared to the relatively strong performance seen in Q2, the third quarter of 2025 delivered another period of steady gains across most markets. Trade tensions eased and optimism around AI continued, while expectations of interest […]
Andrew Day
As the value of sterling falls, what could it mean for your money?
15 October 2025 If you’ve been following the news lately, you’ll know that the value of the pound has slipped over the past few weeks. Indeed, the Guardian reports that sterling fell by half a cent to $1.35 on 19 September 2025, putting it on track for its third consecutive daily decline. At first glance, […]
4 little-known pension facts to learn this Pension Tracing Day
15 October 2025 It’s fair to say that managing your pensions and planning for retirement is a complicated business. With so many rules, allowances, and options, you might feel confident in the basics but still be unaware of important details that could have a significant effect on your wealth. This is why national campaigns, such […]
5 unique finance tips from nostalgic Roald Dahl stories
16 September 2025 As a child, Roald Dahl may have sparked your imagination and delighted you with magical stories. As an adult, those stories might be able to teach you valuable lessons about financial planning. Established to commemorate the author’s birthday, 13 September is Roald Dahl Story Day. In support of Roald Dahl’s Marvellous Children’s […]
Only 2% of estates use this Inheritance Tax loophole
16 September 2025 Careful financial planning helps to ensure that you can live your desired lifestyle and achieve important goals now and in the future. However, as well as your own aims, you will likely consider your loved ones and the legacy you leave for them. That is why Inheritance Tax (IHT) planning is so […]
5 Autumn Budget tax predictions and what they could mean for you
16 September 2025 The Budget is an important date in the calendar because it is the chancellor’s opportunity to give an economic forecast and announce upcoming plans for spending and taxation. This year, the Budget will happen on 26 November. As you may have seen, the UK faces serious ongoing economic challenges, and chancellor Rachel […]
Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning can help you reduce your tax bill, invest to get the most out of your […]
Should you use AI to write your will?
12 June 2025 Five years ago, the term “artificial intelligence” would have sounded alien to most people. But today, AI is everywhere – providing anything from essay-writing support to cybersecurity features your bank or building society uses to protect your money. Whether you are already using AI tools at work or at home, or you […]
37% of retirees are helping their families financially – are you?
12 June 2025 Every year, provider Scottish Widows produces a Retirement Report that breaks down how attitudes to retirement are changing, and what retirees need to look out for in future. Its 2024 report found that: Drawing on that final point, if you are approaching or already in retirement, helping your children and grandchildren may […]
Why have gold prices reached record highs, and what does this mean for you as an investor?
12 June 2025 Gold mining dates back as far as 4000 BCE, with evidence suggesting it spanned throughout Asia, Africa, and the Middle East during ancient times. Gold has long been a coveted resource that humans have held dear, having represented wealth, prosperity, and even divinity for thousands of years. And of course, the Californian […]