13 January 2025 Looking back on 2024, it’s fair to say that it was somewhat of a tumultuous year marked by volatility and significant market events. Indeed, from interest rate changes to major elections across the globe, the economic landscape was uncertain at times. Fortunately, despite some events causing uncertainty, markets ended the year on […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
18 March 2023 If you are a parent, it is likely that you have thought about how much money you would like to pass down to the next generation, either now or in the future. Something you may not have considered, though, is how this wealth will be transferred from you to your loved ones […]
18 March 2024 With 2024 in full swing, several factors, including GDP growth in Western nations, a surge in the value of tech companies, and robust employment figures, offer promising signs for market performance this year. However, these indicators don’t guarantee a good year. Persistent inflation and ongoing conflicts in regions like Ukraine and the […]