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5 important things to check this Pension Awareness Day
If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make sure you’re on track for...
Chris O'Meara
Aug 19, 20224 min read


Annuity rates are rising, and they could provide retirees with a valuable reliable income
Annuities used to be an essential part of retirement planning, but they’ve fallen out of favour since the government introduced Pension...
Chris O'Meara
Aug 19, 20224 min read


5 crucial things you need to consider when reviewing your estate plan
If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your...
Chris O'Meara
Aug 19, 20224 min read


7 important things to know if you’re a trustee
As a trustee, you may be unsure about what your responsibilities are and the steps you need to take. If you’re acting as a trustee, here...
Chris O'Meara
Aug 19, 20224 min read


Why governance is a critical part of ESG investment criteria
It’s becoming more common for investors to consider non-financial factors when they make investment decisions. While investors may...
Chris O'Meara
Aug 19, 20223 min read


Investment market update: July 2022
The ongoing war in Ukraine, rising interest rates and soaring inflation could be pushing some economies towards recession in the coming...
Chris O'Meara
Aug 19, 20223 min read


Guide: 10 straightforward DIY jobs around the house
One of the biggest social changes over the last 50 years has been the rise in the do-it-yourself (DIY) approach to jobs around the house....
Chris O'Meara
Aug 3, 20221 min read


Income Tax freeze means 1 in 5 could pay the higher rate by 2024/25. Here’s how you could reduce you
Last year, former chancellor Rishi Sunak announced that he would freeze Income Tax thresholds until 2026, and it means far more people...
Chris O'Meara
Jul 29, 20224 min read


As energy prices rise, here’s how you can assess your home’s energy efficiency
In the last year, energy prices have soared. As a result, you may be thinking about how you can reduce your usage or improve how...
Chris O'Meara
Jul 29, 20223 min read


Investment market update: June 2022
Rising inflation and concerns about recession risks continue to place pressure on households and affect economies around the world. The...
Chris O'Meara
Jul 29, 20224 min read


Amid rising inflation, is your financial protection still providing appropriate security?
While you may have noticed your cost of living has increased in the last few months, have you considered how it could affect the security...
Chris O'Meara
Jul 29, 20223 min read


5 compelling reasons why you should share a financial planner with your family
Money and financial decisions are often seen as a personal matter. However, making your family part of the financial planning process and...
Chris O'Meara
Jul 29, 20224 min read


Should you voluntarily pay National Insurance contributions to boost your State Pension?
The State Pension is often an important part of your retirement income, so should you top up your National Insurance contributions (NICs)...
Chris O'Meara
Jul 29, 20223 min read


52% of savers don’t understand the effects of inflation, and millions think they’ll be better off.
Interest rates are starting to rise, but that doesn’t mean that inflation will have a positive effect on your savings.
Chris O'Meara
Jun 27, 20223 min read


Explained: The social care cap and what it means for you
The social care cap will be introduced in October 2023. The social care cap will be introduced in October 2023.
Chris O'Meara
Jun 27, 20223 min read


8 key tax allowances have shrunk by 6% in the last decade
Over the last decade, key tax allowances have been reduced.Over the last decade, key tax allowances have been reduced. It means you could b
Chris O'Meara
Jun 27, 20224 min read


Trustees, here is what you need to know about the Trust Registration Service deadline
Many UK trusts and some non-UK trusts need to be registered with the Trust Registration Service by 1 September 2022. If you’re a trustee, it
Chris O'Meara
Jun 27, 20223 min read


4 surprising things you can learn about finances from Bridgerton
Bridgerton might not be the first TV show that comes to mind when you think about financial lessons, but there are a few things you can lear
Chris O'Meara
Jun 27, 20223 min read


Investment market update: May 2022
Concerns that economies around the world could fall into a recession as inflation continues to rise have led to volatility in the investment
Chris O'Meara
Jun 27, 20224 min read


Investment market update: March 2022
Throughout March, the war in Ukraine continued to dominate headlines and affect investment portfolios around the world. Many companies,...
Chris O'Meara
Apr 13, 20224 min read
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