Category Archives: Savings & Investments

Are you neglecting your cash savings?

We previously looked at how a regular savings habit can improve your personal wellbeing, whatever [...]

Safety net for non-salaried employees

Being uninsured is a cause for concern for two in three non-salaried employees without life [...]

IHT recap – get up to speed on gifting allowances

HMRC data reveals a notable increase in IHT receipts, rising to £4.3bn between April and [...]

Breaking the taboo: Family tensions over financial matters

Many wealthy individuals avoid discussing financial planning with their family due to fears of conflict, [...]

Financing longevity is all in the planning

The start of a new year inevitably comes with thoughts of the future – and, [...]

Tax year end planning checklist

As the 2024/25 tax year draws to a close, it’s the perfect time to get [...]

Savers increase life satisfaction

We all know how a savings habit can help get our money into better shape. [...]

Accepting and preparing for market turbulence

If you’re invested in the stock market, let’s be honest, it doesn’t always go hand [...]

Aligning philanthropy and impact investing

Impact investing, where you purposefully select investments that are aimed at achieving certain social and [...]

Clear goals essential for successful investing

Investing can seem complex. Start by thinking about your financial goals. It could be saving [...]