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Advised investors are ‘less vulnerable’

March 20, 2025

Investors who receive financial advice are four times less likely to be vulnerable than the general population, according to analysis¹. The study looked at a cohort of more than 5,000 advised investors, assessing them using a psychometric financial wellbeing questionnaire. Designed by an in-house behavioural [...]

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End of tax year IHT recap – gen up on gifting allowances

March 6, 2025

Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April to September 2024, a £400m increase on the same period the previous year. With 27% of 18 to 34-year olds (1.1 million people) holding out for an inheritance before going [...]

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Narrowing the gender protection gap

February 27, 2025

You’ve probably heard about the gender pay gap. You may even have heard about the gender pension gap. But did you know there is also a gender protection gap? Women are typically less likely than men to have insurance that protects them financially against the [...]

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Don’t invest under the ‘finfluence’

February 18, 2025

People are increasingly seeking financial guidance on social media. While financial influencers – or ‘finfluencers’ – can be useful in raising awareness around financial matters, there is also a darker side to the growth of unregulated advisers. Social media age In the UK, more than [...]

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Family tensions over money talks – time to break the taboo

February 14, 2025

Many wealthy individuals hesitate to discuss financial planning due to fears of family disagreements, with 10% avoiding the topic altogether and 27% finding it uncomfortable¹. However, this reluctance to have a discussion could lead to future misunderstandings, as family members may have unrealistic expectations about [...]

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A few months left to maximise your State Pension

February 4, 2025

The government is encouraging individuals to take advantage of the opportunity to maximise their State Pension by filling gaps in their National Insurance (NI) records for the period between 6 April 2006 and 5 April 2018. By making voluntary contributions, people can potentially increase their [...]

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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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