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Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to…
Does your income make you a “Henry”? Here are some ways it could affect tax considerations
High earners striving to build wealth, dubbed “Henrys” (high earner, not rich yet), may find their tax position changes drastically…
Unsure how to access your pension at retirement? Here’s what you need to know
It’s been a decade since Pension Freedoms legislation gave retirees more choice. Yet rather than relishing the freedom the changes…
The power of visualising your wealth: From cloth to cashflow modelling
Understanding where your wealth is coming from and how you’re using it could help you make more informed decisions. However,…
How to remain calm amid Autumn Budget speculation
The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But there are other…
Planning for care: Making later-life support part of your financial plan
While many people don’t rely on care later in life, planning for the potential cost of it could help you…
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While…
Explained: How Dividend Tax works and when you pay it
Managing your tax liability could help reduce your overall tax bill and get more out of your money. If you’re…
Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions…
Planning for care: The costs you might need to make part of your financial plan
Facing challenges later in life that might mean you need to rely on care can be difficult to think about.…
The age you can access your pension may rise. Could it affect your retirement?
In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will…
How emotional decision-making could harm your outlook in retirement
Retirement can be a tricky time to manage your finances. Often, it represents a huge change as your regular income…