Featured
September 13, 2020

How protected are your finances? Try our 10-point checklist 3>

COVID-19 has brought a looming shadow over the UK economy, and many are concerned about their finances as the Job Retention Scheme winds down in October 2020. Whilst some might feel powerless about their financial…
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Financial Planning
September 9, 2020

Business protection in a pandemic: a short guide 3>

COVID-19 has thrown immense financial challenges at many businesses across the UK both large and small. Running a business always carries the possibility of risk and reward, yet the former is arguably more strongly felt…
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Insurance
September 6, 2020

Critical illness cover – your questions answered 3>

The main purpose of critical illness cover (CIC) is to release a much-needed lump sum to you and your family should you be diagnosed with a predefined illness or condition. With COVID-19 currently high on…
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Insurance
September 1, 2020

Do I need to change my life insurance if I have a child? 3>

Having a child is an exciting, tiring and very different chapter of life. Many changes will have come to your lifestyle and thinking about life insurance might seem lower on the list of your immediate…
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Investments
August 20, 2020

Bonds in 2020 – how have they been affected? 3>

Wouldn’t it be interesting if there was an investment asset which has a negative correlation with stocks (equity), which tends to rally when stock markets crash and which is easy to buy or sell (i.e.…
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Wealth Management
August 20, 2020

How to give wealth away tax-efficiently 3>

There are many benefits to giving money and assets to charity. Not only is there the sense of fulfilment which often comes with generosity, but there can also be important tax benefits. Here, our financial…
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Insurance
August 20, 2020

A guide to life insurance for over-50s 3>

For someone in their 50s or over, a whole-of-life insurance policy is often an attractive option for protecting your financial plan. It provides a tax-free lump sum to your loved ones, in the event of…
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Investments
August 20, 2020

Government debt and your portfolio – should you worry? 3>

One of the results of the 2020 pandemic and global lockdown is that national governments have been increasing their debt at a very high rate. Is this level of debt sustainable or spiralling out of…
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News
August 17, 2020

How to Recession-Proof Your Finances 3>

During the lockdown months of 2020 many commentators speculated that the UK was heading into a major period of recession - despite the UK government’s attempts to support the economy with its Job Retention Scheme…
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Financial Planning
July 14, 2020

Negative Interest Rates & Your Financial Plan: A Short Guide 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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