7 August 2024 We often provide written insights about financial planning for those who are on the cusp of retirement, or who have recently retired. But as financial planners, we often meet older clients who have passed the milestone of turning 70 and are wondering: “What’s next?” If you are unsure about how your financial […]
7 August 2024 It is not easy to consider the eventuality of losing somebody close to you, be it your spouse or civil partner, parent, sibling, or a close friend. But as we all know, life has its own plans, and at some point, we may have to say goodbye to someone we love. While […]
7 August 2024 At the beginning of 2024, we published insights on the rise in financial scams in the UK, and how to avoid them as best you can. To recap: Sadly, we recently discovered that a Depledge client had been hacked, leading to them believing their Depledge adviser had contacted them. In fact, it […]
18 July 2024 In April, we reported that six key global stock market indices had all reported positive returns over the first quarter of the year. Thankfully, throughout the second quarter of the year (April to June 2024), this upward trajectory continued, albeit showing more temperate returns than in Q1. The below figures reflect the […]
18 July 2024 As you approach your 40s or 50s, have you begun to hear the phrase “midlife crisis” bandied about more often than before? While friends and family might like to make tongue-in-cheek jokes about buying a sports car or getting a trendy haircut, many people do experience a crisis of confidence when they […]
18 July 2024 A new study, published by FTAdviser, has found that 46% of high net worth individuals are planning to leave their home to their children as part of their inheritance. When you form your “estate plan” – the amount of inheritance you wish to leave when you die, and to who – it […]
10 July 2024 In a decisive and historic victory, the Labour Party won the 2024 UK general election with a significant majority and Keir Starmer has become the UK prime minister after 14 years of Conservative government The new chancellor, Rachel Reeves, has already pledged to “fix the foundations” of the British economy in a […]
26 June 2024 2024 has been called “the year of elections” with an estimated 2 billion people around the world heading to the polls. Voters in the UK will have their say on 4 July. Now that each of the main parties has published their manifestos, here’s what the 2024 general election could mean for […]
21 June 2024 Doing it yourself can be a cost-effective way to redecorate your home or spruce up your garden. However, taking a DIY approach to important financial tasks like retirement planning is decidedly riskier. As you approach the end of your career, there are many factors to consider, so it could be easy to […]
21 June 2024 Are you a risk-averse person, or do you seek a thrill every now and again? Everybody is different – some love to ride the scariest rollercoasters, while others gain enjoyment from more peaceful activities. While neither is wrong, your preferences will inevitably affect the way you live your life, influencing your relationships, […]