Archived News

Investment market update: December 2023

Published: January 5, 2024 by Jennifer Armstrong

Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what else may have affected your investment portfolio in the final month of 2023. On 27 December, the … Continue reading

4 insightful property market predictions for 2024

Published: by Jennifer Armstrong

The property market experienced challenges in 2023, which may have affected your outgoings. But what could affect house prices and mortgages in 2024? Last year, rising interest rates as the Bank of England (BoE) sought to tackle high inflation led … Continue reading

“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029

Published: by Jennifer Armstrong

While chancellor Jeremy Hunt announced he’d cut the rate of National Insurance (NI) in the 2023 Autumn Statement, he failed to change the thresholds or rates for Income Tax. While that might seem like a good thing – it’s better … Continue reading

Inflation is falling. Here’s what it could mean for your finances

Published: by Jennifer Armstrong

High inflation has dominated headlines over the last two years. With the rate now slowly nearing the Bank of England’s (BoE) target, taking stock of what it means for your finances could be useful. The BoE is responsible for managing … Continue reading

The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”

Published: by Jennifer Armstrong

Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more secure. Have you reviewed these three important pension decisions recently? According to a survey from Aviva, millions of workers who … Continue reading

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

Published: by Jennifer Armstrong

The pension Annual Allowance increased significantly in the 2023/24 tax year. If you haven’t already reviewed whether the changes could mean you can tax-efficiently add more to your pension, doing so before the current tax year ends on 5 April … Continue reading