top of page
Search


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


How to use an unexpected windfall to create long-term prosperity
If an unexpected lump sum lands in your bank account, you might be tempted to splash out and treat yourself. However, using a windfall...
Chris O'Meara
May 15 min read


Financial protection: The key options that could protect your lifestyle and family
Financial protection could provide you with a cash boost when you need it most, and there’s more than one type to consider. Last month,...
Chris O'Meara
May 14 min read


Key financial planning challenges couples face and how we could solve them
Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and goals. At...
Chris O'Meara
May 14 min read


Essential estate planning steps that could protect young family members
When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax liability to naming your...
Chris O'Meara
May 13 min read


5 shrewd ways to avoid paying tax on your savings
24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in February 2025. However, they could...
Chris O'Meara
May 16 min read


Investment market update: April 2025
Once again, US president Donald Trump’s trade tariffs have affected investment markets throughout April 2025 and could have far-reaching...
Chris O'Meara
May 14 min read


How financial planning could help you answer essential “what if?” questions
Financial planning is all about helping you to reach your life goals. Ultimately, the objective is for your wealth to allow you to...
Chris O'Meara
Apr 82 min read


Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
An incoming change to the way pensions will be taxed when they’re inherited might mean you’re rethinking how you use your pension. Before...
Chris O'Meara
Apr 84 min read


Financial protection: How it could help you bridge an income gap
You don’t know what’s around the corner, but that doesn’t mean you can’t prepare for it. A financial shock could derail your short- and...
Chris O'Meara
Apr 83 min read


5 strategies that could help you avoid running out of money in retirement
Worrying about your finances in retirement could dampen your excitement as you start the next chapter of your life. As you’ll often be...
Chris O'Meara
Apr 85 min read


The AI technology that means you need to be vigilant for scams more than ever
AI technology is presenting lots of opportunities for businesses to improve efficiency, but it’s also being used by scammers. To protect...
Chris O'Meara
Apr 84 min read


Why you should make registering a Lasting Power of Attorney a priority
Data released by Scotland’s largest health board has highlighted the potential challenges families could face if a loved one doesn’t have...
Chris O'Meara
Apr 83 min read


Investment market update: March 2025
Trade wars and fears that tariffs could spark recessions meant investment market volatility continued in March 2025. Read on to find out...
Chris O'Meara
Apr 85 min read


Your Spring Statement update – the key news from the chancellor’s speech
After Rachel Reeves’ impactful first Budget in autumn 2024, you might have been concerned about the announcements that would be included...
Chris O'Meara
Mar 265 min read
bottom of page

