News Archive

2nd Mar: The topics you need to be talking about with your parents
Talking about money with your parents can be difficult. However, these conversations can also be some of the most important ones you will have with those you love.

2nd Mar: Time in the market, not timing the markets
With markets around the world continuing to prove unpredictable as momentous financial and political events continue to unfold, it’s perhaps not a surprise that investors are increasingly concerned about when is the ‘best time’ for them to inve...

20th Feb: Refunds for 1.8 Million LPAs and EPAs
About 1.8m people have been overcharged by the Office of the Public Guardian for Lasting Powers of Attorney.

3rd Feb: Will it really improve my retirement if I increase my pension contributions by 1% – or should I just enjoy the money now?
When retirement is decades away, it’s understandable that many people near the start of their working lives don’t give a lot of thought to exactly how much of a difference the amount they pay into their pension will make when they finally take it...

3rd Feb: 5 key financial changes to watch out for in 2018
As with any new year, there are a number of financial changes coming up in 2018 which are likely to impact on your monthly budget and long-term saving goals. Let’s have a look at five of the most significant and what they’re likely to mean for yo...

14th Dec: Using a Solicitor as your Executor
The Times, dated 4th November 2017, reported that a couple were faced with an exorbitant legal bill of £115,000 which was “removed” from a modest £300,000 estate.

11th Dec: Millennials leading the way in saving for retirement
Recent data suggests that younger generations are on track to save more than their parents and grandparents, despite their earnings on average being considerably lower.

11th Dec: One for the kids? – If they’re saving for a home, check they’re making the most of the Lifetime ISA
If you’re saving for a home through a Help To Buy ISA or know someone who is, it’s worth being aware of a planning opportunity which could boost your savings by an additional £1,100.

11th Dec: December Market Commentary
November was a relatively disappointing month for world stock markets, with the majority of the markets we cover in this commentary losing ground in the month: however, the largest fall was just 3% so there were no real disasters.

11th Dec: Getting the best deal on a cruise to beat those winter blues!
As the weather gets colder, the nights draw in and Christmas is rapidly approaching, it’s tempting to escape the onset of the British winter for some holiday fun in the sun.

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