Retirement planning: Should you consider a phased retirement? 15th January 2024

Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement lifestyle you want could help put your mind at ease. One of the first things you may have to consider is how you’ll retire – would a phased retirement suit you? Over the […]

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10 digital gifts if you need a last-minute Christmas present 12th December 2023

As Christmas approaches, so does the inevitable stress of gift buying. On top of finding presents for your loved ones, there’s always one person you forget. Whether they’re an unexpected addition to the family party or you simply want an extra treat for your friends, you may need to quickly source an additional gift. You […]

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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 them money or assets. Read on to discover five potentially useful allowances that you might want to consider if your estate could be liable for Inheritance Tax (IHT). Some gifts are […]

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Cost vs value: What’s the difference when you’re making a financial plan?

When you’re making decisions, cost might be an important factor, but value could be just as crucial. Balancing cost and value in your financial plan could help you get more out of your money. When talking about the investment market, Warren Buffett, known as one of the world’s most successful investors, once said: “Price is […]

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