
Investment market update: May 2023
Economies and businesses still face challenges, but statistics indicate some of the pressure, including rising inflation, is starting to ease. Read on to find out what affected investment markets in May 2023.

Remortgaging: The essential steps you should take when your mortgage ends
For the last year, inflation has been high. If you’re worried about the effects of the rising cost of living, this guide could help you.

Guide: How to manage the harmful effects of inflation on your wealth
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. This guide reveals the essential things you need to know.

Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones.

5 powerful reasons to learn more about your pension today
For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s the perfect time to learn more about your pension savings.

A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors
Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be difficult to imagine life without this convenience. Yet, it wasn’t too long ago that the first supermarket was opening its doors in the UK. And looking back offers an interesting insight into how money and shopping habits have changed.

Market volatility means thousands of families may have overpaid Inheritance Tax
Thousands of families may be entitled to an Inheritance Tax (IHT) rebate due to stock market volatility. As the government does not automatically refund estates when this happens, many families could be unaware they’ve overpaid.

How impact investing could provide a solution to social challenges
Do you want your investments to have a positive effect on the world and society? Allocating some of your wealth to “impact investing” could be right for you. Read on to find out what impact investing is and what you need to consider first.

What could the UK learn from the happiest countries in the world?
The World Happiness Report has named Finland the happiest nation in the world in 2023 – it’s the sixth consecutive year the country has won the title. Read on to find out what the UK could learn from some of the happiest countries.

Investment market update: July 2023
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023.

7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown.

2 key reasons why you may want to update your plan during a financial review
Regular financial reviews may help keep you on track to meet your goals and give you confidence in the steps you’re taking. As well as reviewing your assets, you might also want to make changes to your plan.

More people than ever celebrate their 100th birthday. Here’s why it affects financial plans
More people in England and Wales are celebrating their 100th birthday. It could have implications for your financial plan and creating an income in retirement.

Everything you need to know about the 2023 Autumn Statement
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023.

How much life insurance will provide your family with security?
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023.

What do Taylor Swift and the weather have in common? They both affect the economy
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023.

Why investing could hold the key to becoming an ISA millionaire
According to This Is Money, more than 2,700 people have built up an enviable £1 million in their ISA. Regular contributions and investing could be the secret to reaching this goal. Read on to find out why.

How to help your family manage your affairs when you pass away
Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones.