Category: Financial planning

If you’re trying to get over the winter blues, planning your next holiday can be the perfect way to escape. Whether you’re looking for relaxation or adventure, there’s plenty to choose from. This year’s list of top ten counties to visit from Lonely Planet could be just the inspiration you need. So, without further ado,

Are you planning to give children and grandchildren a helping hand to get on the property ladder this year? If so, you’re not alone. As younger generations are struggling to purchase their first home, thousands of parents and grandparents are putting their hand into their pocket. But what does it mean for your long-term financial

The current tax year is almost over. Our handy checklist is designed to help you get the most out of your money and allowances for 2019/20. If you haven’t already, these are seven things you should do before the new tax year starts, otherwise, you could lose some of your allowances. 1. Make use of

Managing pension contributions and tax liability can be tricky. If you’re affected by the tapered allowance, it can be even more challenging. The Secretary of State for Health and Social care has announced there will be a review into the impact of the tapered allowance and its impact on NHS staff. But it’s not just

Pensions are a crucial part of planning for retirement. But how do pensions in the UK compare to the rest of the world and how can you make the most of your savings? Australian research has compared the pension systems of 37 different countries. It assessed a range of different indicators, from savings through to

Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in November and could continue to do so over the coming months. The hot topics that have affected the markets in 2019, Brexit, the US-China trade war and concerns of

It’s that time of the year when we start thinking about improvements we can make to our life. However, whilst many people set a New Year’s resolution, few are celebrating reaching their goal in 12 months’ time. In fact, it’s thought that about 80% of New Year’s resolutions have failed before February is over. Whatever

When raising children, there are plenty of skills that need to be passed on but one that often gets overlooked is money management. Despite it being crucial for security throughout life, just 38% of schoolchildren learn about finances in school. You may view money management as something that children will pick up as they grow

We all know the challenges of trying to find a Christmas present for someone who already has everything. When it comes to children or grandchildren who are going to get piles of presents under the tree this year, you may not know what to get. Thinking long term and setting some money aside for after

Do you often find yourself dipping into savings or other sources to supplement your income? Figures suggest over a third of those aged over 55 are living beyond their means. If that sounds like you, it could place the retirement you have been looking forward to at risk. Whether you are still working or are