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Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning

January 29, 2025

As we step into 2025, now is the perfect time to set your financial plans in order. With changes on the horizon – like many pension pots becoming subject to inclusion in Inheritance Tax (IHT) calculations from April 2027 – it’s wise to prepare early. [...]

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Thomson Tyndall Investment Thoughts 2024 Review and 2025 Outlook

January 7, 2025

Looking back over 2024, with most sectors showing strong returns, it is easy to forget the uncertainty that had to be weathered throughout the year, with speculation around the direction of inflation and interest rates, elections taking place across the world, as well as continued [...]

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Don’t just plan – protect your money

December 11, 2024

Are you confident you have all the relevant cover in place to protect your finances? Having a financial plan should go hand-in-hand with a conversation about insurance. The statistics We may not like to think about death, but the reality is it is inevitable; however, [...]

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Why should you care about correlation

December 5, 2024

If you want your investment portfolio to strike a good balance between risk and return, it’s worth knowing how correlation can impact your investments. If two different investments are perfectly correlated, their value will rise and fall by the same amount, at the same time. [...]

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Residential Property Review – November 2024

November 27, 2024

Budget caused uncertainty in the market There was some uncertainty within the housing market ahead of the Autumn Budget at the end of October, which was reflected in muted consumer activity. House price growth slowed ahead of the first Labour Budget in 14 years according [...]

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How to align wealth and purpose

November 20, 2024

Purpose has lately become a buzzword for investors and companies. Whether ‘mission-oriented’ investing excites you or makes you want to run for the hills, aligning your wealth with your values and interests can bring rich rewards. Give and grow Historically, wealthy people wanting to make [...]

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Self-employed? Remember your pension

November 14, 2024

Over one million individuals have entered self-employment since 2020¹, so it is important to ensure you are still planning for retirement by making regular pension contributions. A growing sector In 2023, there were 4.2 million people in the UK’s solo self-employed sector – 3% higher [...]

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Navigating a multi-retirement reality

November 7, 2024

Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension provision, have clearly altered the retirement landscape significantly. Now, new trends look set to further change the face of retirement, adding complexity to the [...]

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Autumn Budget 2024

November 5, 2024

After waiting what felt like an age for one of the most eagerly anticipated Budgets, with endless rumours spreading about where the new Government might wield the axe, we now have clarity on Labour’s plans. Taxes Income tax & Dividend Tax Income tax rates and [...]

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Uptick in IHT receipts – what lies ahead?

October 30, 2024

Data¹ has shown that Inheritance Tax (IHT) receipts have continued their ascent, with £2.8bn received in the April to July period this year. This figure is a substantial £0.2bn increase on the same period in the previous tax year (2023/24). Frozen thresholds continue to take [...]

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