Living legacies are on the rise. Here’s what you need to know about them 13th October 2022

More people are choosing to gift wealth during their lifetime rather than leaving assets as an inheritance. There are benefits to choosing a living legacy, but there are things you need to consider too, including your long-term financial security and the potential tax implications.  According to an Aviva survey, more than half of those over […]

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Spain remains the top destination for Brits retiring abroad

Retiring abroad is a dream for many people. Perhaps you want to get away from the hustle and bustle of a big city and spend your later years in rural France? Or maybe you want to spend your retirement somewhere with warmer weather?  The last couple of years have forced some retirees with aspirations of […]

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 Behavioural finance: The effect of psychology on investors

You should base financial decisions on logic and facts. But psychology can have a much larger effect than you think, and it can lead to you making decisions that aren’t right for you. Read on to find out more about what behavioural finance is and how it could affect you. “Behavioural finance” was first coined […]

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A few thoughts on markets 27th September 2022

In the year-to-date, and including Friday’s moves, the pound has lost a whopping -19.3% from its exchange value with the US dollar. Around -3.3% of that came on Friday. In fact, you’d be hard-pressed to find a currency that hasn’t lost out against the dollar this year. The euro is down -14.2% vis-a-vis the dollar, […]

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