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Investment market update: January 2024
While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high...
Chris O'Meara
Feb 14, 20244 min read


How to protect financial gifts to your children from relationship breakdowns
As younger generations face challenges reaching milestones as the cost of living soars, you might be thinking about gifting assets to...
Chris O'Meara
Feb 14, 20244 min read


The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters
This year the FTSE 100 index turns 40. Over the last four decades, it’s become a way to measure the health of the UK stock market. During...
Chris O'Meara
Feb 14, 20243 min read


How to move into the decumulation phase of retirement planning
Transitioning into retirement can present new challenges, not least, understanding how to sustainably start using your assets to create...
Chris O'Meara
Feb 14, 20244 min read


Guide: Everything you need to know about annuities when creating a retirement income
When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an...
Chris O'Meara
Feb 2, 20241 min read


Investment market update: December 2023
Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what...
Chris O'Meara
Jan 3, 20244 min read


Explained: The basics you need to know about Venture Capital Trusts
For some investors, Venture Capital Trusts (VCTs) could present a way to tax-efficiently invest and support innovative businesses that...
Chris O'Meara
Jan 3, 20244 min read


Fraudsters used “social engineering” to steal £580 million in the first half of 2023
While the amount stolen by fraudsters fell slightly in the first six months of 2023 when compared to the same period in 2022, a...
Chris O'Meara
Jan 3, 20243 min read


Why the numbers are essential for successful financial planning
When creating a financial plan, you often start with your goals. After all, setting out your aspirations first lets you create a plan...
Chris O'Meara
Jan 3, 20243 min read


The pros and cons of choosing a living legacy over leaving an inheritance
Traditionally, people passed on wealth to their loved ones once they passed away through a will. However, you might be considering...
Chris O'Meara
Jan 3, 20244 min read


Retirement planning: Should you consider a phased retirement?
Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement...
Chris O'Meara
Jan 3, 20244 min read


Investment market update November 2023
While inflation is starting to ease in economies around the world, there are still signs of economic challenges ahead. Read on to find...
Chris O'Meara
Nov 30, 20234 min read


5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas
It’s the season for giving. This Christmas, you might be thinking about how you could improve the security of your loved ones by gifting...
Chris O'Meara
Nov 30, 20234 min read


Why the “margin of safety” theory could be a valuable part of your financial plan
A “margin of safety” gives you a cushion to allow for losses or inaccurate assumptions in your financial plan. It could mean your goals...
Chris O'Meara
Nov 30, 20234 min read


The families of 6 in 10 over-75s could face challenges if they lose mental capacity
A survey suggests more than half of people aged over 75 haven’t arranged a Lasting Power of Attorney (LPA). It’s an oversight that could...
Chris O'Meara
Nov 30, 20233 min read


2 Autumn Statement announcements you may have missed that could simplify your finances
Jeremy Hunt delivered his second Autumn Statement as chancellor on 22 November 2023. While the headline news was cuts to National...
Chris O'Meara
Nov 30, 20234 min read


3 useful ways regular financial reviews could help you reduce behavioural bias
Financial reviews provide you with a chance to ensure your financial decisions continue to reflect your goals and circumstances, and to...
Chris O'Meara
Nov 30, 20233 min read


Guide: 10 incredible destinations to add to your bucket list
Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of natural sights, immerse yourself in a...
Chris O'Meara
Nov 27, 20231 min read


Investment market update: October 2023
As inflation remains stubborn, and interest rates may have to remain higher for longer, recessionary concerns have grown around the...
Chris O'Meara
Nov 1, 20233 min read


How to help your family manage your affairs when you pass away
Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones. Research suggests administering an...
Chris O'Meara
Nov 1, 20234 min read
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