Articles from the Chartered Financial Planners at Depledge
14 October 2024 In July 2024, we reported that despite some fluctuations, all six of the below indices posted positive returns at the end of Q2. Several significant global events have happened since then. Below are the performance figures for six major stock market indices from around the world in Q3 2024. Source: JP Morgan […]
14 October 2024 Throughout history, there have been thousands of weird and wonderful bequests found in wills. From William Shakespeare leaving his “second best bed” to his wife, Anne Hathaway, to Harry Houdini leaving a secret code for his wife to contact him in the afterlife, how you decide to leave your legacy is up […]
14 October 2024 The UK’s financial landscape has been shifting at a rapid rate for several years, especially since the Covid-19 pandemic hit unexpectedly in 2020. For instance, in the last two years, the government has frozen or decreased several key tax-efficient thresholds and allowances. This is known as “stealth taxation” and has affected those […]
11 September 2024 In the UK, the cost of living crisis is still happening. Since inflation reached its peak of 11.1% nearly two years ago (October 2022), it has now slowed to just over 2%. But many forget that the effects of double digit-inflation are still being felt by British consumers – the cost of […]
11 September 2024 Looking back over the course of your career, it’s likely you are extremely proud of the hard work that brought you to your current position. Earning well means supporting yourself and your family as you progress through life, an achievement which may remain close to your heart. Despite feeling happy about your […]
11 September 2024 If you’re a sports fan, the summer of 2024 has provided plenty of amazing opportunities to see truly excellent athletes competing to reach the top of their game. The Olympic and Paralympic Games have run between July and September, giving viewers the chance to see sportsmanship at its absolute best. One interesting […]
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 […]