Month

Category

Investment market update: November 2020

Category: Investment Insight, News

Global stock markets continued to be affected by Covid-19, but there was good news mixed among the negative. While the International Monetary Fund (IMF) warned the global economic recovery was ‘losing momentum’, markets rallied during the month based on the news that a vaccine was on the way. Pfizer was the first to announce a

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7 tips for sticking to your new year’s resolution

Category: News

‘New year, new me,’ goes the common saying. The start of a new year is often seen as a time to reinvent yourself and make plans towards goals. With 2020 causing so many setbacks and challenges, you may be thinking about setting a new year’s resolution to start 2021 on track. While setting a new

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What has 2020 taught us about investing?

Category: News

2020 has been an eventful year for investment markets. Impacted by the Covid-19 pandemic and government responses to this, there have been many valuable investment lessons that will apply in 2021 and beyond. As the extent of the pandemic became known in March, stock markets around the world suffered sharp falls. In fact, fears of

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How to spot a scam as the number of warnings rise

Category: News

Spotting and avoiding financial scams feature in the news a lot. But as scammers become more sophisticated, the number of victims continues to rise. While many of us think we’d easily spot the red flags, it’s easy to fall victim, especially if you’ve got other things on your mind. Reviewing the warning signs can help

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Lasting Power of Attorney: Why is it something we put off?

Category: News

Naming a Lasting Power of Attorney is something that we should all do. It’s something that can provide us with security if we’re unable to make decisions. While it’s often something that’s associated with being elderly, it’s just as important for younger generations to take this step too. A Power of Attorney gives someone you

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10 steps to take if you’re retiring in 2021

Category: News, Retirement

The way people see retirement has changed over the years. It’s no longer the stereotypical comfortable slippers and a relaxed lifestyle. Indeed, for many, it’s very much a second life – the time to enjoy doing things they couldn’t because they were too busy working and raising a family. If you’re within a year of

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Inheritance Tax and gifting guide

Category: Financial planning, News

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan. The

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Your 2020 Spending Review summary

Category: News

Chancellor Rishi Sunak has unveiled the government’s spending plans for the coming year in his Spending Review given on Wednesday 25 November. A Spending Review sets out how the government plans to spend money and what each department will receive. It covers a range of areas, like health, policing, and education. It also covers public

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