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The compounding effect: How it could boost or harm your finances
When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed. But that didn’t stop...
Chris O'Meara
May 12 min read
5 views
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How to use an unexpected windfall to create long-term prosperity
If an unexpected lump sum lands in your bank account, you might be tempted to splash out and treat yourself. However, using a windfall...
Chris O'Meara
May 15 min read
7 views
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Financial protection: The key options that could protect your lifestyle and family
Financial protection could provide you with a cash boost when you need it most, and there’s more than one type to consider. Last month,...
Chris O'Meara
May 14 min read
7 views
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Key financial planning challenges couples face and how we could solve them
Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and goals. At...
Chris O'Meara
May 14 min read
8 views
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Essential estate planning steps that could protect young family members
When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax liability to naming your...
Chris O'Meara
May 13 min read
9 views
0 comments


5 shrewd ways to avoid paying tax on your savings
24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in February 2025. However, they could...
Chris O'Meara
May 16 min read
24 views
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Investment market update: April 2025
Once again, US president Donald Trump’s trade tariffs have affected investment markets throughout April 2025 and could have far-reaching...
Chris O'Meara
May 14 min read
14 views
0 comments


How financial planning could help you answer essential “what if?” questions
Financial planning is all about helping you to reach your life goals. Ultimately, the objective is for your wealth to allow you to...
Chris O'Meara
Apr 82 min read
5 views
0 comments


Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
An incoming change to the way pensions will be taxed when they’re inherited might mean you’re rethinking how you use your pension. Before...
Chris O'Meara
Apr 84 min read
4 views
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Financial protection: How it could help you bridge an income gap
You don’t know what’s around the corner, but that doesn’t mean you can’t prepare for it. A financial shock could derail your short- and...
Chris O'Meara
Apr 83 min read
3 views
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5 strategies that could help you avoid running out of money in retirement
Worrying about your finances in retirement could dampen your excitement as you start the next chapter of your life. As you’ll often be...
Chris O'Meara
Apr 85 min read
6 views
0 comments


The AI technology that means you need to be vigilant for scams more than ever
AI technology is presenting lots of opportunities for businesses to improve efficiency, but it’s also being used by scammers. To protect...
Chris O'Meara
Apr 84 min read
5 views
0 comments


Why you should make registering a Lasting Power of Attorney a priority
Data released by Scotland’s largest health board has highlighted the potential challenges families could face if a loved one doesn’t have...
Chris O'Meara
Apr 83 min read
9 views
0 comments


Investment market update: March 2025
Trade wars and fears that tariffs could spark recessions meant investment market volatility continued in March 2025. Read on to find out...
Chris O'Meara
Apr 85 min read
4 views
0 comments


Your Spring Statement update – the key news from the chancellor’s speech
After Rachel Reeves’ impactful first Budget in autumn 2024, you might have been concerned about the announcements that would be included...
Chris O'Meara
Mar 265 min read
36 views
0 comments


Understanding the “S” in ESG investing
When you hear about ESG investing, where environmental, social, and governance factors are considered alongside financial ones, the...
Chris O'Meara
Mar 34 min read
10 views
0 comments


How to reduce your Capital Gains Tax bill in 2025
A combination of rising rates and panic ahead of the current government’s first Autumn Budget has led to HRMC collecting a record amount...
Chris O'Meara
Mar 34 min read
8 views
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3 retirement financial shocks that could affect your finances
Those who have retired or are nearing the milestone are consistently overlooking the risk of financial shocks when compared to other...
Chris O'Meara
Mar 34 min read
17 views
0 comments


Why ongoing financial advice could ease your mental load
Handling finances is a part of life and something that most people do, but that doesn’t mean it isn’t stressful. Indeed, many people...
Chris O'Meara
Mar 34 min read
9 views
0 comments


6 estate planning lessons you could learn from the Murdoch family dispute
The Murdoch family’s messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing...
Chris O'Meara
Mar 35 min read
9 views
0 comments
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