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State Pension: Everything you need to know in 2025/26

Published: February 7, 2025 by Jennifer Armstrong

For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State Pension or it’s still some years away, here’s what you need to know in 2025/26. In the 2025/26 tax year, … Continue reading

The perils of chasing stock market “winners”

Published: December 11, 2024 by Jennifer Armstrong

Following the stocks and shares that have experienced impressive returns can seem like fun and a way to make the most out of your investments. Yet, a study indicates that following the crowd and investing in companies that are being … Continue reading

The pros and cons of choosing joint life insurance

Published: by Jennifer Armstrong

If you and your partner are considering taking out life insurance, one question you may want to answer is: Would single or joint life insurance be better suited to us? Life insurance is a type of financial protection that would … Continue reading

Multi-generational family playing football in a park.

2 key Budget announcements that may affect your financial plan

Published: November 4, 2024 by Jennifer Armstrong

Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT) and Inheritance Tax (IHT) that could affect your financial plan. Ahead of the Budget, prime … Continue reading

Investment market update: October 2024

Published: October 30, 2024 by Jennifer Armstrong

While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest International Monetary Fund’s Global Financial Stability Report, markets could be underestimating the risks of conflicts … Continue reading