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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 8, 20253 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 8, 20255 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 8, 20254 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 8, 20253 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 8, 20255 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 26, 20255 min read


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 3, 20254 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 3, 20254 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 3, 20254 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 3, 20254 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 3, 20255 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 3, 20255 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 13, 20253 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 13, 20254 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 13, 20254 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 13, 20254 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 13, 20254 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 13, 20255 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 21, 20256 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 21, 20254 min read
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