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Understanding the “S” in ESG investing
When you hear about ESG investing, where environmental, social, and governance factors are considered alongside financial ones, the...
Chris O'Meara
Mar 34 min read


How to reduce your Capital Gains Tax bill in 2025
A combination of rising rates and panic ahead of the current government’s first Autumn Budget has led to HRMC collecting a record amount...
Chris O'Meara
Mar 34 min read


3 retirement financial shocks that could affect your finances
Those who have retired or are nearing the milestone are consistently overlooking the risk of financial shocks when compared to other...
Chris O'Meara
Mar 34 min read


Why ongoing financial advice could ease your mental load
Handling finances is a part of life and something that most people do, but that doesn’t mean it isn’t stressful. Indeed, many people...
Chris O'Meara
Mar 34 min read


6 estate planning lessons you could learn from the Murdoch family dispute
The Murdoch family’s messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing...
Chris O'Meara
Mar 35 min read


Investment market update: February 2025
After reading headlines throughout February, you might be expecting a gloomy investment outlook. Yet, despite threats of trade wars and...
Chris O'Meara
Mar 35 min read


The guide to securing a mortgage with a poor credit score
Finding a mortgage with a poor credit score may seem like an uphill battle, but it isn’t impossible. If you’re an aspiring homeowner but...
Chris O'Meara
Feb 133 min read


How “snowballing” your investments could boost your long-term returns
“Snowballing” could help your money grow at a faster pace when you’re investing over a long-term time frame. Imagine you’ve made a...
Chris O'Meara
Feb 134 min read


Business owners: 5 reasons you could benefit from saving into a pension
Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure now and in the...
Chris O'Meara
Feb 134 min read


State Pension: Everything you need to know in 2025/26
For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State...
Chris O'Meara
Feb 134 min read


Looking beyond the numbers when using a cashflow model
A cashflow model is a valuable tool that lets you understand how the value of your estate and individual assets might change in the...
Chris O'Meara
Feb 134 min read


Investment market update: January 2025
Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there...
Chris O'Meara
Feb 135 min read


Investment market update: December 2024
Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may...
Chris O'Meara
Jan 216 min read


How to pass on assets to vulnerable family members
When creating an estate plan, there might be people you want to pass wealth to but they’re not in a position to manage their finances....
Chris O'Meara
Jan 214 min read


How do you become an ISA millionaire? Investment returns could be key
The number of people with at least a million pounds in their ISAs is on the rise. If you want to join their ranks, consistency and...
Chris O'Meara
Jan 214 min read


3 important variables that could affect your sustainable pension withdrawal rate
Retirement is an exciting milestone, with more free time to dedicate to the things you enjoy. Yet, it can also be a daunting time,...
Chris O'Meara
Jan 214 min read


5 useful allowances and exemptions that will reset at the end of the tax year
Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current...
Chris O'Meara
Jan 215 min read


Plans changed? Updating your financial plan could offer reassurance
Even the best-laid financial plan might need to change at times. If you find yourself in that position, you might benefit from...
Chris O'Meara
Jan 213 min read


Guide: 5 key financial planning steps to consider during a divorce
A relationship breaking down can be incredibly emotionally challenging, and it may have a significant effect on your short- and long-term fi
Chris O'Meara
Dec 30, 20241 min read


10 of the world’s best destinations to travel to during winter in the UK
It’s not hard to argue that winter is a magical period. In northern hemisphere countries like here in the UK, it’s the time of year when...
Chris O'Meara
Dec 2, 20241 min read
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