Month

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Two people shaking hands.

Investment market update: July 2025

Category: Investment Insight

The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Read on to find out what else may have affected your investments recently. While it might seem like 2025 has been a poor year for

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Happy smiling grandparents enjoying time with grandchild at home

8 ways to be a positive influence on your grandchildren

Category: News

As a grandparent, you hold a uniquely cherished role in a child’s life, offering a blend of love, wisdom, and an important connection to your family’s history. Indeed, research reported in GoodtoKnow highlights the profound effect that grandparents can have on a child’s development, shaping everything from their emotional wellbeing to their cognitive abilities. More

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Two people clasping hands.

4 methods for tax-efficiently supporting charities

Category: News

Supporting a charity could give you that feel-good factor and provide a sense of purpose. When you’re looking at the benefits from a tax perspective, it might make financial sense in some circumstances too. Indeed, according to a June 2025 article published by Professional Adviser, more people are leaving a charitable legacy in their will

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A man fixing a guitar in a workshop.

Does your money make you motivated?

Category: Financial planning

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. Why do we do the things we do? What motivates us to

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A woman tending to a garden.

How to change your financial behaviours

Category: Financial planning

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. There is an old joke that sheds light on the role that

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