top of page
Search


5 valuable reasons planning with your partner could cut your tax bill
Households are paying more in taxes, research suggests. At a time when high inflation may be affecting your outgoings, finding ways to...
Chris O'Meara
Nov 1, 20234 min read


Don’t overlook trusts, they could be a useful way to pass on wealth
Trusts may be a useful way to pass on wealth, but research suggests it’s an option some people are dismissing. You can place a variety of...
Chris O'Meara
Nov 1, 20234 min read


5 practical steps you could take this year if you want to retire in 2024
Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement. It’s also a life...
Chris O'Meara
Nov 1, 20234 min read


2 key reasons why you may want to update your plan during a financial review
Regular financial reviews may help keep you on track to meet your goals and give you confidence in the steps you’re taking. As well as...
Chris O'Meara
Nov 1, 20233 min read


Guide: 7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits...
Chris O'Meara
Oct 3, 20231 min read


Investment market update: September 2023
Economies around the world continue to struggle with high inflation and weakening demand affecting GDP. Read on to discover some of the...
Chris O'Meara
Oct 3, 20233 min read


How to access wealth that’s locked away in your home
Are you considering how to access the wealth that’s locked away in your home? There’s more than one way you could release property wealth...
Chris O'Meara
Oct 3, 20234 min read


5 common mistakes when writing a will that a solicitor could help you avoid
A will provides a way to state who you’d like to receive your assets when you pass away. While you don’t need to work with a solicitor...
Chris O'Meara
Oct 3, 20234 min read


HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
The latest release from HMRC shows it collected a record £16.7 billion in 2021/22 through Capital Gains Tax (CGT) – a 15% increase on the...
Chris O'Meara
Oct 3, 20233 min read


5 useful conversations to have this Talk Money Week
Opening up about your finances can be difficult. Yet, talking about money could improve your financial security and boost your wellbeing....
Chris O'Meara
Oct 3, 20234 min read


3 valuable reasons your financial reviews are important
Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do,...
Chris O'Meara
Oct 3, 20233 min read


10 magical life and money lessons you can learn from Disney
The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up...
Chris O'Meara
Sep 6, 20232 min read


Investment market update: August 2023
Globally, signs suggest the pace of inflation is slowing. However, businesses in some sectors are struggling and weighing on economies....
Chris O'Meara
Sep 1, 20234 min read


7 useful tips for embracing the circular economy at home
Did you know the UK generates more than 220 million tonnes of waste a year? Of that waste, around 44% is recycled, but a large proportion...
Chris O'Meara
Sep 1, 20233 min read


7 practical reasons to make a Lasting Power of Attorney now
A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability...
Chris O'Meara
Sep 1, 20233 min read


8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?
A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find...
Chris O'Meara
Sep 1, 20233 min read


Should you take your pension tax-free lump sum to kickstart retirement?
When you access your pension, you can often take a tax-free lump sum. While this may seem an attractive way to fund your early retirement...
Chris O'Meara
Sep 1, 20234 min read


Investing 101: 4 useful questions to answer when reviewing your portfolio
Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how...
Chris O'Meara
Sep 1, 20233 min read


Investment market update: July 2023
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the...
Chris O'Meara
Aug 1, 20234 min read


4 practical steps landlords can take to protect their income
The rising cost of living is placing household budgets under pressure. As a landlord, you may worry about whether your tenants will fall...
Chris O'Meara
Aug 1, 20233 min read
bottom of page

