Market matters

Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial planning for the years ahead. People who stop their investment planning, particularly during market downturns, often miss...

Why being over 40 is the new mid-20s

Healthier lifestyles and feeling happier about financial planning for retirement An increasing number of middle-aged Britons are getting healthier as they exercise more and eat better than they did when they were younger. Over-40s are turning to healthier lifestyles,...

Beware of the scammers

Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest An estimated £1.2bn is lost to investment scams each year, with share sales, wine investments, land banking and carbon credits commonly used by fraudsters to target potential...

Wealth preservation

Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your death. A recent survey about Inheritance Tax (IHT)[1]...
Crypto currencies

Crypto currencies

Don’t believe the hype Digital or crypto currencies such as Bitcoin, Ethereum and Ripple have been causing a financial frenzy over the past months. Bitcoin is the oldest and most well-known crypto currency created in 2009 by an unknown person using the alias Satoshi...