Month: April 2021

Talking about homes and property values is something of a pastime in the UK. Property is probably among one of the largest assets we own, so it’s not surprising that we want the value to go up. While property prices have soared in recent years, investing in your home could push up its value even

During March there were reasons to be optimistic. In fact, the Organisation for Economic Co-operation and Development (OECD) raised global growth forecasts following Covid-19 vaccination and stimulus package news around the world. It’s now expected the global economy will expand 5.6% this year. Despite the pandemic dominating headlines, a survey from the Bank of America

After a difficult year, many people have been looking forward to getting away somewhere new to relax. But with holiday destinations facing Covid-19 challenges and new restrictions, summer holidays could be at risk again. Despite the vaccination programme rolling out and social distancing restrictions beginning to ease across the UK, prime minister Boris Johnson has

Going out for a daily walk has become an essential part of routines over the last year. It’s helped families keep active and improve mental health during challenging lockdowns. There are plenty of reasons to get out for a walk, but if it’s something you do every day, it can lose its appeal. To celebrate

There are more than five million self-employed workers in the UK, according to government statistics. This figure is rising, with around one in six people now working for themselves. There are advantages to being self-employed, but some workers could be missing out on benefits worth thousands of pounds compared to their traditionally employed contemporaries. The

When discussing investments or reading the news, you may have heard the phrase “rebalancing”. It’s an important part of making sure your portfolio continues to reflect your goals, but it can be overlooked or misunderstood. Read on to learn what rebalancing involves and why it’s part of investment strategies. Investing: A long-term game Before we

It really is never too soon to start investing through a pension. You may not be thinking about the retirement lifestyle that your children or grandchildren will enjoy quite yet, but opening a pension before they even start school can be worthwhile. If you’re looking for a way to help secure a child’s financial future,

The cost of funding care and delivering support to the elderly has become a national priority. However, research suggests it’s still not something individuals are thinking about when they make retirement plans. As average life expectancy has risen, the demand for care has soared and more people are living with complex needs. A report from

While the chancellor didn’t announce personal tax rises in this year’s budget, a freeze on allowances could mean your tax bill unexpectedly increases. High earners and those with defined benefit (DB) pensions could now find they exceed the Lifetime Allowance, as it will remain frozen until 2026. The Lifetime Allowance is the amount you can

We’re delighted to let you know that our Financial Planners, Gareth Rees and Elliott Swatton have qualified for the 2021 VouchedFor Top Rated guide, distributed in The Times on Saturday 10th April. The guide was created to showcase the best of the best in financial services throughout the UK. To qualify is a huge honour.