Archived News

Investment market update: July 2024

Published: July 29, 2024 by Jennifer Armstrong

In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the US. Read on to find out what else affected investment markets in July 2024. Uncertainty and numerous … Continue reading

5 interesting figures that prove financial protection could provide a valuable safety net

Published: by Jennifer Armstrong

It’s a common misconception that financial protection doesn’t pay out when you need to make a claim. This belief might put you off using it to create a valuable safety net. Read on to discover some key figures that prove … Continue reading

3 fundamental questions to answer if you’re investing for children

Published: by Jennifer Armstrong

Building a nest egg for your child or grandchild could give them a head start when they reach adulthood. It might allow them to pursue further education, get on the property ladder, or even enjoy a gap year. While saving … Continue reading

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Published: by Jennifer Armstrong

Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your estate. As a result, this could have a significant effect on your legacy. A … Continue reading

Why taking your pension as a lump sum could leave you with a huge tax bill

Published: by Jennifer Armstrong

Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with a large and unexpected tax bill. Read on to find out what you need to know about tax … Continue reading

Inheritance Tax: The basics you need to know about the “death tax”

Published: by Jennifer Armstrong

Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if it’s something you should consider as part of your estate plan. Over the next few months, you … Continue reading