Spiralling household expenses have led to some DIY investors selling assets to bridge the gap. Depleting your investment portfolio could help you meet income needs now, but you also need to consider how sustainable it is and whether it’ll affect long-term plans. According to research from EQ, 44% of DIY investors have cashed in investments […]

Money and financial goals are still sometimes viewed as taboo subjects, even within relationships. If you’ve been putting off conversations about finances, creating a plan together could have many benefits. Talk Money Week takes place between 7 and 11 November, so it’s the perfect time to think about who you discuss your finances with, and […]

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 […]

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 […]