Medical & General Financial Solutions Ltd

Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Discover some of the reasons why cash might feel safer and the potential impact of overlooking investing. Continue reading →

Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026. Continue reading →

Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know. Continue reading →

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of. Continue reading →

Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that might prevent you from repeating the error. Continue reading →