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10 luxury advent calendars perfect for celebrating the festive season
Advent calendars don’t have to be filled with chocolate. If you’re looking for a unique present for your loved ones or a treat for...
Chris O'Meara
Nov 13, 20243 min read


4 valuable ways lifetime cashflow forecasting could give you financial confidence
Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could...
Chris O'Meara
Nov 13, 20244 min read


Why your financial plan could benefit more than you by creating a legacy
You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a...
Chris O'Meara
Nov 13, 20244 min read


10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to...
Chris O'Meara
Nov 13, 20245 min read


2 key Budget announcements that may affect your financial plan
Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes...
Chris O'Meara
Nov 13, 20244 min read


Investment market update: October 2024
While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your...
Chris O'Meara
Nov 13, 20245 min read


Your Autumn Budget update, and what the Budget means for you
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the...
Chris O'Meara
Oct 30, 20247 min read


2 valuable types of financial protection to consider if you have a family
How would your family cope financially if you passed away? It may be a difficult question to consider, but it could also be an important...
Chris O'Meara
Sep 30, 20243 min read


Climbing annuity rates could boost your retirement income
Purchasing an annuity could provide you with a regular income throughout retirement. And rising annuity rates could help your pension...
Chris O'Meara
Sep 30, 20244 min read


5 reassuring ways a financial plan could help you deal with life’s scares
Halloween is just around the corner, but there’s more than ghouls and ghosts to be scared of. Sometimes, daily life can be just as...
Chris O'Meara
Sep 30, 20244 min read


Could a financial plan give you the confidence to retire sooner?
What’s stopping you from retiring sooner? For many, it’s not just finances that are holding them back but their mindset too. If the...
Chris O'Meara
Sep 30, 20243 min read


Inheritance Tax: How does the UK compare internationally?
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You...
Chris O'Meara
Sep 30, 20244 min read


Investment market update: September 2024
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets...
Chris O'Meara
Sep 30, 20245 min read


Guide: Your retirement choices: How to generate an income in later life
Retirement on your terms is likely to be one of the key elements of your financial plan. So, as you approach or reach retirement, now is...
Chris O'Meara
Sep 30, 20241 min read


Good Money Week: 3 ways you could align your finances with your values
Good Money Week starts on 30 September and encourages you to think about the potential impact your financial decisions have on the...
Chris O'Meara
Sep 5, 20244 min read


The pension basics you need to know if you’re dreaming of retiring abroad
Retiring abroad is a dream for many people nearing the milestone. Whether you’re picturing a sunnier climate or want to move closer to...
Chris O'Meara
Sep 5, 20245 min read


5 practical questions to consider when you’re naming a Lasting Power of Attorney
Who you choose to act on your behalf if you lose mental capacity is an important decision. You want to select someone you trust and you...
Chris O'Meara
Sep 5, 20244 min read


Regular financial reviews may help you get more out of every stage of life
Balancing your long-term goals with enjoying your life now can be a difficult balancing act. Regular financial reviews could ensure you...
Chris O'Meara
Sep 5, 20243 min read


Investment market update: August 2024
August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to find out...
Chris O'Meara
Sep 5, 20244 min read


Inheritance Tax: 5 shrewd strategies for reducing a potential bill
If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for...
Chris O'Meara
Sep 5, 20245 min read
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