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Residential Property Review – June 2024

June 28, 2024

Housing market update The UK housing market continues to show modest signs of recovery, according to the latest data from Savills. Despite some house price growth, a significant upturn is considered unlikely until mortgage affordability improves. Buyer activity continues to improve, as the number of [...]

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AI & scams

June 18, 2024

Although there is much excitement surrounding the advent and development of artificial intelligence (AI), there are some serious risks involved – namely, the prevalence of scams that are becoming increasingly sophisticated. Types of scams There are a few main scams to be aware of: Deepfakes [...]

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Focusing on self-actualisation in retirement

June 14, 2024

To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking well in advance to determine your goals and requirements in order to achieve the lifestyle you dream of. You need a robust financial plan. When thinking about the income you’ll [...]

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Wealth transfer gains momentum

June 6, 2024

Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as assets continue to flow down the generations. The great transfer Dubbed by analysts the ‘great wealth transfer,’ the next two [...]

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Record levels of IHT receipts

May 30, 2024

Figures released by HM Revenue & Customs (HMRC) show that IHT receipts have hit record levels while new data shows the taxman is hunting down thousands of families that have not paid the correct liability on inherited estates. Record sums In the first ten months [...]

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Residential Property Review – May 2024

May 29, 2024

Housing market latest The property market continues to find its feet after a difficult 2023, with buyers remaining cautious due to the higher cost of borrowing. Mortgage rates may not be as high as they were last summer, but they are still elevated. While most [...]

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Get planning children’s financial futures

May 21, 2024

We all want a good start in life for the children in our family. After providing for the immediate needs of younger children, thoughts turn towards the future and consideration of longer-term goals. You may want to consider investing for your child’s future to potentially [...]

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The cost of dying

May 8, 2024

Nearly half (48%) of adults aged 18 to 40 don’t have life insurance¹. This puts many in a precarious position, as the unfortunate reality is that the cost of dying is high. Research has found that a premature death can cost surviving family members an [...]

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Crafting your retirement strategy

April 30, 2024

Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working. Active planning is important According to a [...]

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The surging costs of retirement

April 18, 2024

According to the Pensions and Lifetime Savings Association (PLSA)¹, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single [...]

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