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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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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