Saving vs investing
Understanding your financial options for now and the future Managing your finances can often feel overwhelming, particularly when deciding between saving and investing. Savings are aimed at short-term needs or …
Principles of successful investing
Building wealth in an uncertain world It’s not surprising that the world of investing can seem complex. Investors today are confronted with ever-changing market conditions, a constant stream of news, …
What is the right mix of investments for you?
Finding the right balance for your financial goals is key Your investment mix is essential for your long-term investment success and shapes your suitable strategy. One of the core principles …
How much do you need to retire comfortably in 2025?
Start planning now to secure your financial future If you hope to enjoy a comfortable retirement when you cease working, review your pension savings now, as the amount of money …
Why six in ten millennials are struggling to save for retirement
The financial balancing act millennials face Research indicates that the current life stage of millennials (those in their late 20s to early 40s) is significantly impacting their future retirement plans, …
Reassessing strategies to minimise Inheritance Tax liabilities
What crucial transformation is poised to reshape estate planning? Estate planning has always been pivotal in managing how wealth is passed on, but changes to pension rules from 6 April …
Financial security remains a concern for retirees in the UK
Only 48% of mid-retirees are confident their private pension will last a lifetime A new report has revealed troubling insights into the financial confidence of retirees in the UK. Alarmingly, …
Growing trend among silver splitters
How property wealth enables a clean break for the over-50s Divorce among those over 50, often referred to as “silver splitters,” is on the rise. This trend introduces financial complexities …
Financial vulnerability post-divorce
The financial divide women face after separation Women’s incomes are often reduced by half following a divorce, leaving them financially vulnerable. New research indicates that 24% of women struggle to …
Beyond the excitement of wedding bells
Why financial and legal matters matter before ‘I do’ Weddings are undeniably exciting occasions. They signify the union of two lives, the celebration of love surrounded by family and friends, …