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6 essentials aspiring homeowners need to know about Lifetime ISAs
Lifetime ISAs (LISAs) could boost the deposit of first-time buyers, and help you get on the property ladder sooner. However, figures show...
Chris O'Meara
Aug 1, 20234 min read


Care home fees have increased by 10%. Are they part of your long-term plan?
Figures suggest the average cost of a care home is on the rise. While it can be difficult to consider, some people will need care in...
Chris O'Meara
Aug 1, 20234 min read


Millions of retirees could be overlooking the benefits of annuities, research suggests
The number of retirees choosing an annuity to generate an income is on the rise. Yet, research suggests millions of people may be...
Chris O'Meara
Aug 1, 20233 min read


Investing 101: What you need to know about tax efficiency and your investment options
Investing may provide a useful way to grow your wealth, but getting started can be overwhelming. There are some important decisions to...
Chris O'Meara
Aug 1, 20234 min read


Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth...
Chris O'Meara
Jul 28, 20231 min read


Investment market update: June 2023
Inflation continues to be a challenge for economies around the world, but figures released in June suggest the pressure is starting to...
Chris O'Meara
Jul 18, 20234 min read


Tolkien’s work is still providing his family with a passive income. Could your estate do the same?
When people think about inheritances, they often view it as a lump sum. But you could leave your loved ones an inheritance that will...
Chris O'Meara
Jul 18, 20234 min read


Government to ban financial cold-calling as 1 in 15 fall victim to devastating scams
The government has set out a new Fraud Strategy in a bid to stem the rise in the amount lost to scams. Among the measures it will...
Chris O'Meara
Jul 18, 20234 min read


Business owners: Is your firm protected against the loss of a key person?
As a business owner, have you considered how your firm would cope if it lost a key member of the team unexpectedly? Key person cover...
Chris O'Meara
Jul 18, 20233 min read


5 excellent reasons families use trusts
Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for...
Chris O'Meara
Jul 18, 20233 min read


Investing 101: 5 essential questions you need to answer to balance risk
When you’re making investment decisions, balancing risk is an essential part of the process. Creating a risk profile can help you...
Chris O'Meara
Jul 18, 20234 min read


Remortgaging: The essential steps you should take when your mortgage ends
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. This guide reveals the essential...
Chris O'Meara
Jun 29, 20231 min read


4 essential estate planning steps you should take if your family is blended
If you’re part of a blended family, it can make some decisions more complex, especially when you start to consider how to pass on wealth...
Chris O'Meara
Jun 13, 20234 min read


Investment market update: May 2023
Economies and businesses still face challenges, but statistics indicate some of the pressure, including rising inflation, is starting to...
Chris O'Meara
Jun 13, 20234 min read


5 compelling non-financial reasons to work with a financial planner now
When you first seek financial advice, your goal may be to grow your wealth or make the most of tax-efficient allowances. A financial...
Chris O'Meara
Jun 13, 20233 min read


Should you lock in your savings interest rate now?
Over the last 18 months, interest rates have increased and the rate your savings could earn has slowly been rising. However, with some...
Chris O'Meara
Jun 13, 20233 min read


Pensions v ISAs: Tax relief makes a huge difference to your calculations
When you’re saving for long-term goals, choosing the right place to put your money is crucial. It could mean you have far more financial...
Chris O'Meara
Jun 13, 20234 min read


Investing 101: Why investing could boost your long-term wealth
Investing is often a crucial part of creating a long-term financial plan. Over the next few months, you can read about the investment...
Chris O'Meara
Jun 13, 20234 min read


Guide: How to manage the harmful effects of inflation on your wealth
For the last year, inflation has been high. If you’re worried about the effects of the rising cost of living, this guide could help you....
Chris O'Meara
Jun 4, 20231 min read


Investment market update: April 2023
High inflation continues to affect economies around the world. However, there are positive signs of recovery, and some surveys indicate...
Chris O'Meara
May 18, 20233 min read
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