Insights and Guides

Market Update

Trump's sweeping global tariffs have triggered market turmoil and international backlash, especially from China. While stocks slump, gold hits record highs. Investors are urged to stay focused on long-term goals and avoid reacting emotionally to short-term market noise.

April 17, 2025

Introduction to pensions

Pensions are typically viewed as being complex and difficult to understand. As a result, people often delay starting one or ignore the issue altogether.

April 1, 2025

Introduction to Inheritance Tax

Inheritance Tax (IHT) has come under the spotlight over the past few years, due largely to the continued rise in house prices. These days, you don’t have to be hugely wealthy to be affected by IHT.

April 1, 2025

Introduction to Retirement Planning

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.

April 1, 2025

Spring Statement 2025

The Chancellor Rachel Reeves has cut the welfare budget further and boosted defence spending in a Spring Statement aimed at kick-starting the faltering economy. Meanwhile, the OBR - the government's financial watchdog - halved its growth forecast for this year to 1%.

March 31, 2025

Do FTBs know the support available to them?

Many FTBs lack awareness of affordable schemes like Shared Ownership, despite its benefits. Shared Ownership offers lower deposits by allowing buyers to purchase property shares. To afford homes, many young Londoners work more and rely on financial support from parents

March 31, 2025

Safety net for non-salaried employees

Two in three non-salaried employees lack life insurance, causing concerns about funeral costs and financial burdens. A quarter of this demographic cannot afford life cover. Affordable insurance can provide crucial peace of mind for non-salaried workers and their families

March 31, 2025

IHT recap – get up to speed on gifting allowances

IHT receipts rose to £4.3bn between April - September 2024. Use gifting allowances like the £3,000 annual exemption, wedding gifts, and small gifts to reduce estate value. Regular gifts from surplus income can also be exempt, but documentation is essential

March 31, 2025

Significant gains for UK homeowners over two decades

Over the past 20 years, UK properties have increased in value by an average of £80,000. High-demand areas like the Cotswolds and South East saw the most significant gains, driven by location, infrastructure, and lifestyle changes, highlighting market resilience

March 31, 2025

Financial advice reduces vulnerability in investors

A study of over 5,000 investors found those who sought financial advice were four times less likely to be financially vulnerable. Advised clients showed stronger resilience, with high confidence in handling financial difficulties, despite facing similar life difficulties as others.

March 31, 2025

Breaking the taboo: Family tensions over financial matters

Many wealthy individuals avoid discussing financial plans with family, leading to misunderstandings and unrealistic inheritance expectations. Generational differences contribute to tensions. Open discussions about money and inheritance can reduce stress, set realistic expectations, and prevent future conflicts within families

March 31, 2025

Beware of the dangers of ‘finfluencers’

Financial influencers, or ‘finfluencers’ can raise awareness about money-related matters, but pose risks due to unverified, unregulated advice. Over half of UK adults trusting social media for financial advice don’t verify credibility. Always seek advice from FCA-authorised professionals

March 31, 2025

Insights and Guides

Market Update

Introduction to pensions

Introduction to Inheritance Tax

Introduction to Retirement Planning

Spring Statement 2025

Do FTBs know the support available to them?

Safety net for non-salaried employees

IHT recap – get up to speed on gifting allowances

Significant gains for UK homeowners over two decades

Financial advice reduces vulnerability in investors

Breaking the taboo: Family tensions over financial matters

Beware of the dangers of ‘finfluencers’

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Straight talking finance

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How we work

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Planning your retirement

Building your wealth

Leaving a lasting legacy

Give the best education

Protecting your family

Lightening your tax burden

Insights and Guides

Market Update

Introduction to pensions

Introduction to Inheritance Tax

Introduction to Retirement Planning

Spring Statement 2025

Do FTBs know the support available to them?

Safety net for non-salaried employees

IHT recap – get up to speed on gifting allowances

Significant gains for UK homeowners over two decades

Financial advice reduces vulnerability in investors

Breaking the taboo: Family tensions over financial matters

Beware of the dangers of ‘finfluencers’

Categories

Straight talking finance

How we work

Referrals

Partners

Resources

What we do

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You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.