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Planning for care: How to set out your wishes
Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to set out...
Chris O'Meara
Sep 103 min read


5 methods for tax-efficiently supporting charities
Supporting a charity could give you that feel-good factor and provide a sense of purpose. When you’re looking at the benefits from a tax...
Chris O'Meara
Jul 313 min read


Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty...
Chris O'Meara
Jul 315 min read


The decumulation dilemmas you might need to overcome when you retire
One of the retirement challenges many people face is how to handle wealth decumulation. During your working life, you’re typically...
Chris O'Meara
Jul 314 min read


Unsure how to access your pension at retirement? Here’s what you need to know
It’s been a decade since Pension Freedoms legislation gave retirees more choice. Yet rather than relishing the freedom the changes have...
Chris O'Meara
Jul 314 min read


4 times you might want to review your financial plan
When you create your financial plan, you might envision everything following the path you’ve set out. However, life is often unexpected,...
Chris O'Meara
Jul 314 min read


The power of visualising your wealth: From cloth to cashflow modelling
Understanding where your wealth is coming from and how you’re using it could help you make more informed decisions. However, as so many...
Chris O'Meara
Jul 314 min read


The early signs of dementia that may be important to know
We all become more forgetful as we get older. But can you differentiate what is a normal part of the ageing process and what are the...
Chris O'Meara
Jul 103 min read


Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions in the...
Chris O'Meara
Jul 103 min read


Explained: How Dividend Tax works and when you pay it
Managing your tax liability could help reduce your overall tax bill and get more out of your money. If you’re unsure how and when you...
Chris O'Meara
Jul 104 min read


Investment market update: June 2025
Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising tensions in the...
Chris O'Meara
Jul 105 min read


How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the...
Chris O'Meara
Jul 104 min read


Planning for care: The costs you might need to make part of your financial plan
Facing challenges later in life that might mean you need to rely on care can be difficult to think about. Yet, planning for care may be...
Chris O'Meara
Jul 103 min read


4 steps that could recession-proof your retirement
If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In...
Chris O'Meara
Jun 25 min read


Financial protection: 3 useful questions to help you calculate appropriate cover
Financial protection may provide you or your loved ones with a financial injection when you need it most. Calculating what level of cover...
Chris O'Meara
Jun 23 min read


Simple mental exercises to keep your brain sharp
New research suggests that our cognitive skills can start declining by age 30, if not earlier. If maintaining your health as you get...
Chris O'Meara
Jun 23 min read


Investment market update: May 2025
Uncertainty continued to lead to market volatility in May 2025. However, there was some good news for investors as some markets recovered...
Chris O'Meara
Jun 26 min read


How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT)...
Chris O'Meara
Jun 24 min read


The simple step that could boost your annuity income in retirement
You’ve likely spent years preparing for retirement and envisioning the lifestyle you’d like to enjoy once work is officially behind you. ...
Chris O'Meara
Jun 24 min read


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
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