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Financial wellbeing: 4 steps to creating a financial wellbeing plan

16 May 2024 While growing wealth is often an important part of a financial plan, understanding how you can use your money to reach goals and improve your wellbeing is crucial. It could help you get the most out of your wealth and lead to a more fulfilling life.  This guide offers practical steps that […]

3 helpful lessons to learn about investing when the stock market is up

16 May 2024 In the past 12 months, the stock market has begun to show signs of reliable growth after three years of increased unpredictability. Understandably, the Covid-19 pandemic and inflationary conditions that followed all threw the stock market for a loop. As a result, during the periods between 2020 and 2023, you may have […]

2 important questions to ask to yourself before helping your kids onto the property ladder

16 May 2024 If your children or grandchildren are looking to secure a foothold on the property ladder in the near future, you may be looking to offer them financial help. After all, the 2020s have proved tough for first-time buyers who are facing higher-for-longer interest rates, along with a surge of around 75% in […]

Will your estate be subject to Inheritance Tax? 5 influential factors to investigate

16 May 2024 Inheritance Tax (IHT) has come up in the news frequently in the last few years – and for good reason. The IHT nil-rate bands, which represent the amount you can pass down to non-spousal beneficiaries without paying the tax, are frozen until 2028. The nil-rate band stands at £325,000, as it has […]

Guide: 10 incredible destinations to add to your bucket list

Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of natural sights, immerse yourself in a different culture, or see a historic monument, there are plenty of destinations to choose from. Read our guide to discover 10 bucket list-worthy destinations that might tempt you to […]

Guide: 7 valuable behaviours for successful investing

17 April 2024 How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your approach to investing could influence the decisions you […]

Q1 2024 global market update

17 April 2024 When 2023 drew to a close, all six of the stock market indices below ended the year having registered positive growth. Now that the first quarter of 2024 is over, you may be pleased to learn that each of them maintained its upward trajectory in the first three months of the year. […]

Could a “Bed and ISA” strategy could help you invest tax-efficiently this year?

17 April 2024 Now that the 2024/25 tax year has begun, it is important to be aware of several changes to specific tax regimes that have come into force. Notably, the government has reduced both the Capital Gains Tax (CGT) Annual Exempt Amount and the Dividend Allowance as of 6 April 2024, potentially leading to […]

6 frozen or reduced tax thresholds to know about in the 2024/25 tax year

17 April 2024 The 2024/25 tax year began on 6 April. Starting from this date, the government has either reduced or frozen several tax allowances, exemptions, and thresholds, rather than increasing them in line with inflation. Keep reading to learn about six key tax allowances and thresholds that have been fixed at their current rates […]

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 […]