11 December 2024 It’s Christmas – and what is Christmas without sitting down to watch your family’s favourite films under a warm blanket? For many, It’s a Wonderful Life epitomises everything magical about Christmas: an unlikely, heartwarming story about the true value of community and family. What’s more, the film contains a handful of helpful […]
Depledge News
3 ways to shape up your financial plan in 2025
11 December 2024 With just a few weeks left of 2024, you might be setting new year resolutions that you believe will improve your quality of life. These might be diet-related, fitness-focused, or to do with your career. While you’re at it, it may be useful to think about ways that you could improve, alter, […]
Our 2024 year in review
11 December 2024 As 2024 draws to a close, we’re taking a moment to reflect on the year and cast our eyes towards what 2025 might hold. The markets have provided a more positive backdrop to client portfolios in 2024 and we’ve made great progress with many clients’ financial plans. As a firm, we’ve had […]
Your Autumn Budget update – the key news from the chancellor’s statement
30 October 2024 Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as […]
Your Q3 2024 global market update
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 […]
2 important benefits of leaving a charitable donation in your will
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 […]
Why a strong financial mindset is crucial in a time of changing fiscal policy
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 […]
What the 2024 general election could mean for your finances
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 […]
Guide: 7 useful questions if you plan to take a flexible income from your pension
26 March 2024 When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown. A flexible income puts you in control and means you can adjust how much you withdraw from your pension if you […]
The cost of illness: how being ill or injured could deplete your wealth
18 March 2024 While you may think that a serious illness or injury is a remote possibility, the reality is that they are far more common than you may believe. In fact, the NHS reveals that it sees around 1.3 million people each day, the equivalent of the entire population of Estonia! Aside from the […]