Financial Advice Blog – Adviser Insight
Transfer window
Recently published numbers suggest the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning...
Changes to National Insurance contributions (NICs)
In line with speculation, following reductions to NICs announced during the Autumn Statement, the Chancellor announced further changes...
What’s the best way to add value to your home?
If you’re looking to sell this year, you might be looking for some home improvement tips to add extra value to your home before listing. Here's some ways how...
Retirement living costs …minimum, moderate or comfortable
The PLSA’s Retirement Living Standards report details what levels of income retirees will need to live either a ‘minimum,’ ‘moderate’ or ‘comfortable’ life in retirement...
Planning children’s financial futures
You may want to consider investing in your child’s future savings to build something significant they can call on in later life.
Get the right house value with a property survey
Nobody wants to pay too much for their home. Getting the right property survey can give you peace of mind that you are paying a fair price.
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.
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