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5 useful tips for investors as experts predict a recession
Several factors have put economies around the world at risk of entering a recession. As an investor, you may worry about what it’ll mean...
Chris O'Meara
Feb 18, 20233 min read


Identity theft: Discover 5 useful tips to protect yourself as cases double
A survey from Nationwide suggests that many people aren’t being as diligent at guarding their personal information as they should be,...
Chris O'Meara
Feb 18, 20234 min read


4 reasons you may want to boost your ISA before the tax year ends
You have until 5 April 2023 to make the most of your ISA allowance for the current tax year. If you want to boost your savings or...
Chris O'Meara
Feb 18, 20234 min read


Inflation means retirees could face an £85,000 shortfall if they need care
Soaring costs could mean that retirees face a shortfall if they haven’t considered the impact of inflation when planning for retirement....
Chris O'Meara
Feb 18, 20234 min read


Estate planning: How to understand the value of your assets and estate
When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is...
Chris O'Meara
Feb 18, 20233 min read


Investment market update: December 2022
2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how...
Chris O'Meara
Jan 18, 20233 min read


Why a hands-off approach could make sense when you invest
While it can be tempting to actively monitor and manage your investments, taking a back seat could lead to better outcomes. There’s a...
Chris O'Meara
Jan 18, 20233 min read


3 key autumn statement changes you need to be aware of for the new tax year
Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from...
Chris O'Meara
Jan 18, 20233 min read


61% of Brits feel stressed about later-life planning. Here are 5 things you can do to boost your con
The majority of Brits feel stressed about planning their retirement, a survey from Aviva finds. While later-life planning can seem...
Chris O'Meara
Jan 18, 20234 min read


3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managi
Fewer workers are choosing to give up work on a set date. In fact, 34% of over-55s that haven’t given up work yet are gradually phasing...
Chris O'Meara
Jan 18, 20234 min read


Estate planning: What is it and why does it matter?
Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the...
Chris O'Meara
Jan 18, 20234 min read


The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023
The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of...
Chris O'Meara
Dec 20, 20221 min read


6 essential steps to take if you’re retiring in 2023
If you’re retiring in 2023, congratulations! It’s an exciting milestone that you’re no doubt looking forward to. Here are six practical...
Chris O'Meara
Dec 13, 20224 min read


Annuity rates soar 52% in 2022 and could provide security amid uncertainty
Annuity rates are rising, and they could provide retirees with a way to create a secure income during times of volatility and high...
Chris O'Meara
Dec 13, 20224 min read


Do you have a gap in your National Insurance record? Checking now could boost your State Pension
The rules around filling in a gap in your National Insurance (NI) record are changing. From 5 April 2023, you will only be able to make...
Chris O'Meara
Dec 13, 20223 min read


4 vital things you should discuss when naming a Lasting Power of Attorney
A Lasting Power of Attorney (LPA) gives someone you trust the ability to make decisions on your behalf if you cannot. This can ensure...
Chris O'Meara
Dec 13, 20224 min read


Investment market update: November 2022
Globally, inflation and recession risks continued to affect markets in November. Head of the International Monetary Fund (IMF) Kristalina...
Chris O'Meara
Dec 13, 20224 min read


7 valuable steps parents can take to improve the financial security of children
When you’re thinking about your financial plan, what are your priorities? Often, passing on wealth and helping children or grandchildren...
Chris O'Meara
Dec 13, 20224 min read


Investment market update: October 2022
Much of 2022 has been marked by investment volatility and economic uncertainty, and October was no different. According to the...
Chris O'Meara
Nov 6, 20224 min read


The cost of living crisis is giving scammers more opportunities. Here are 3 scams to watch out for
Scammers are taking advantage of financial worries as the cost of living rises. It’s more important than ever that you remain alert to...
Chris O'Meara
Nov 6, 20223 min read
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