Skip to main content

3 vital ways stagflation could affect your wealth in 2023 and beyond

14 March 2023 As you may already know, UK inflation has reached a 40-year high in the past 12 months. In its most recent report, the Office for National Statistics (ONS) says inflation reached 10.4% in the year to February 2023. Indeed, there is no doubt that your spending power has been affected by the […]

3 things Pink Floyd’s Dark Side of the Moon can tell you about effective financial planning

14 February 2023 Pink Floyd’s Dark Side of the Moon – one of the top 50 best-selling albums of all time, selling 15 million units, according to Insider – turns 50 in 2023.  You might have fond memories of listening to this industry-shifting concept album as the years have gone by, but may not have […]

5 important tasks to tick off your pension to-do list in 2023

14 February 2023 When assessing your financial goals for 2023, sorting out the admin for your pensions was probably not at the top of your list. Indeed, more “exciting” financial targets often take precedent, such as expanding your property portfolio, helping the next generation thrive, or taking a bucket-list holiday.  Even so, your pension (while […]

Fewer than half of UK consumers pay for long-term protection. Here’s why you should

14 February 2023 During the cost of living crisis, you might be cutting corners left, right, and centre in order to stay on budget.  With the Guardian reporting the UK will return to “2006 real-term wages” amid high inflation this year, it’s no surprise you might be looking to cut costs in all areas of […]

The essential guide to ISAs

8 February 2023 ISAs have been around for more than two decades, but they’ve changed significantly since they were first introduced. This guide can help you understand why using an ISA to save or invest could be a valuable part of your financial plan. Read the guide to find out: Download your copy of “The […]

Your Q4 2022 market update

17 January 2023 Last quarter, we reported a continuation of the market volatility that was prevalent throughout most of 2022.  The Russian invasion of Ukraine, attempts by central banks to handle rising inflation, and the long-lasting economic effects of the Covid-19 pandemic all took their toll on global stock markets, leading to downturns in many […]

3 practical ways to mitigate your Capital Gains Tax bill in 2023

17 January 2023 In his November 2022 autumn statement, chancellor Jeremy Hunt laid out a series of tax break squeezes that will potentially increase the amount of tax paid on some forms of unearned income. In the statement, Hunt announced that the Capital Gains Tax (CGT) annual exempt amount and Dividend Allowance will both be […]

More than half of parents have never discussed inheritance with their adult children. Have you?

17 January 2023 As you age, the chances are you have considered the unthinkable more than once.  Although it’s not helpful to dwell on morbid subjects, over the past few years you may have wondered what might happen if you were to pass away unexpectedly. You may ask yourself the question: “could my family afford […]

3 easy ways to make the most of your unearned income allowances before April2023

8 December 2022 If you have been following the UK’s financial news, you will know already that it has been an interesting year to say the least. Markets have continued to experience volatility with after-effects of the pandemic, the Ukraine war, and political U-turning all breeding uncertainty in the minds of investors.  What’s more, the […]

More than £300 billion lies in accounts earning less than 0.1% interest. Is your money working hard enough?

8 December 2022 One of the first things we are taught as young adults learning to handle our own finances is that “saving for a rainy day” is essential for stability.  This rule still rings true in today’s world – without money stored away, we can’t be prepared for the twists and turns that life […]