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Revealed: A long-term investment strategy could be key to beating inflation
Over the last year, you may have been affected by soaring inflation, rising interest rates, and volatile market conditions. The good news...
Chris O'Meara
May 18, 20233 min read


4 red flags that could be signs of a scam and what you need to know about them
Each year in June, Citizens Advice runs a two-week scam awareness campaign, aptly named “Scam Awareness Fortnight”. The organisation...
Chris O'Meara
May 18, 20234 min read


Received an inheritance? Here’s why you should consider boosting your pension
After receiving an inheritance, it can be difficult to know how to use it. You may still be grieving the loss of a loved one or feel...
Chris O'Meara
May 18, 20234 min read


7 simple steps you can take right now to improve your financial engagement
How engaged with your finances are you? A survey suggests that millions of Brits aren’t actively managing their finances and it could...
Chris O'Meara
May 18, 20234 min read


Estate planning: 3 crucial steps that could protect your later years
Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and...
Chris O'Meara
May 18, 20233 min read


Investment market update: March 2023
As inflation persists, central banks were forced to announce further rises to interest rates in March. Coupled with the collapse of...
Chris O'Meara
Mar 28, 20234 min read


1 in 40 homes is now worth more than £1 million and it could affect Inheritance Tax liability
Demand for larger properties and rising prices mean more homes than ever are worth £1 million or more. For some, it could mean their...
Chris O'Meara
Mar 28, 20234 min read


What does the multiverse theory have to do with cashflow modelling? Find out here
Financial planning doesn’t have a lot in common with science fiction. Yet, cashflow modelling could allow you to explore the lives you...
Chris O'Meara
Mar 28, 20233 min read


Why it could pay to use your 2023/24 tax year allowances right now
The new tax year has only just started. Yet, making the most of your allowances now, rather than waiting until March 2024, could make...
Chris O'Meara
Mar 28, 20234 min read


51% of adults don’t have a will. Here’s why it should be a priority task
The benefits of having a will in place are well-documented, although if you don’t have a will, or haven’t updated it in some time, you’re...
Chris O'Meara
Mar 28, 20234 min read


Estate planning: Do you need to include Inheritance Tax?
Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think...
Chris O'Meara
Mar 28, 20234 min read


All the winners and losers from the 2023 spring Budget
Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements...
Chris O'Meara
Mar 15, 20235 min read


Your spring Budget update – the key news from the chancellor’s statement
On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government's aims to halve inflation,...
Chris O'Meara
Mar 15, 20234 min read


Investment market update: February 2023
Statistics suggest that some of the pressures facing economies, such as high inflation and recession concerns, are starting to ease....
Chris O'Meara
Mar 3, 20234 min read


Explained: The 4 main asset classes that could form part of your portfolio
You may have come across the term “asset class” when reviewing your finances or investing, but what does it mean? And which asset class...
Chris O'Meara
Mar 3, 20234 min read


As a think tank calls for a lifetime ISA cap, how much do you benefit from the savings incentive?
ISAs are a vital part of effective financial planning for many people. According to official statistics, around 12 million adults...
Chris O'Meara
Mar 3, 20234 min read


Explained: How pension tax relief works and boosts your retirement savings
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when...
Chris O'Meara
Mar 3, 20233 min read


Soaring inflation drives up retirement costs by almost 20% in just a year
High inflation means retirees could need to increase their budget by almost 20% to maintain the same lifestyle, research suggests. If...
Chris O'Meara
Mar 3, 20234 min read


Estate planning: 3 different ways you can pass on wealth to your loved ones
A key part of your estate plan is setting out how you’d like to pass on assets to loved ones. There’s more than one option to consider,...
Chris O'Meara
Mar 3, 20234 min read


Investment market update: January 2023
Investors should expect further volatility in the markets in 2023, experts suggest. Economies around the world are facing recession due...
Chris O'Meara
Feb 18, 20234 min read
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