Financial Advice Blog – Adviser Insight
Boosting UK Investments: Tax-Free Savings Products
In a bid to encourage more investment in UK assets, the government has recently introduced a new UK Individual Savings Account (ISA) with a £5,000 annual allowance...
Why Most Over-55s Are Staying Put Instead of Downsizing
Studies suggest only one in seven non-retired homeowners over 55 plan to downsize their home after they stop working...
Investor confidence returns
A leading index highlighted earlier in the year that UK investors reached their most bullish levels in almost three years...
Rising Trend: First-Time Buyers Entering the Market Later in Life
The challenges young people face in getting on the property ladder are a regular feature in the media...
Reaching self-actualisation in retirement
To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking well in advance to determine your goals and requirements in order to achieve the lifestyle you dream of.
Equity release trends
Equity release continues to be a significant option for homeowners looking to unlock the value in their properties, with recent trends showing key shifts in market activity and product preferences.
In The News… Unclaimed Money, Savings, M&A and More
Stay informed with the latest financial trends. Learn about recovering dormant assets, investment shifts, UK M&A activity, emotional trading, and BRICS expansion.
AI Scams… Protect Your Finances from the Future of Fraud
AI is enabling new scams... Learn about these threats and how to protect yourself - Stay informed and contact our financial advisors for guidance.
Where next for the global economy?
While the latest global economic forecast released by the International Monetary Fund (IMF) does suggest global growth is likely to remain below its long-term historic average...
The Cost of Dying
Nearly half (48%) of adults aged 18 to 40 don’t have a life insurance policy. This puts many in a precarious position, as the unfortunate reality is that the cost of dying is high.
Buy-to-let landlords growing portfolios
New research2 indicates that more than half (52%) of buy-to-let landlords (BTL) have been actively expanding their property portfolios over the past year...
Inheritance Tax receipts at record levels
Figures released by HM Revenue & Customs (HMRC) show that inheritance tax receipts have hit record levels while new data shows it's hunting down thousands of families that have not paid the correct liability on inherited estates.
Have you got your mortgage covered?
Taking out life insurance may not be a legal requirement if you have a mortgage, but it certainly is sensible to have it to ensure mortgage protection.
Building a retirement strategy when planning for retirement
Your pension fund essentially becomes your employer in retirement, that's why planning for retirement and having a solid retirement strategy in place is crucial.
Unaffordable deals trap mortgage prisoners
The Financial Conduct Authority (FCA) estimates over a quarter of a million homeowners are trapped on mortgage deals...
Review your resilience
Awareness of the importance of protection, such as a life insurance policy, has risen since the pandemic and led many to reassess their financial and personal priorities.
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