Category Archives: Savings & Investments
IHT gifting – a refresher
There are several ways to minimise the amount of Inheritance Tax (IHT) your family pay [...]
May
UK investors – confidence returns
According to a leading index1, equity fund inflows reached £2.01bn in January, making it one [...]
May
Taking sensible tax steps
As we get settled into the 2024/25 tax year, it’s the perfect time to reassess [...]
May
Elections and investments – prepping for a pivotal year
Did you know that 64 countries are due to hold elections this year (including India, [...]
May
Milestone moments denied
Many savers are now choosing to deny themselves milestone moments, such as major holidays, big [...]
Apr
Living the (retirement) dream
The ultimate retirement dream is actually very simple according to research1. Most respondents to a [...]
Apr
Who wants to be an (ISA) millionaire?
HMRC data shows that the number of ISA millionaires – people who have built up [...]
Mar
Don’t lose sleep in 2024
If financial concerns are causing you sleepless nights, you’re not alone. According to research1, nearly [...]
Mar
‘110 Measures’ – the Chancellor’s Prime Focus
Contrary to speculation, the Chancellor announced no reforms to Inheritance Tax (IHT) or ISA allowances, [...]
Jan
Fire – financial independence, retire early
Many of us dream about an early retirement, spending time doing things we enjoy. Financial [...]
Jan