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InvestmentsMarket Update
June 2, 2024

Market Update – May 2024 3>

May has been a significant month in UK politics and the economy. The next general election was announced, new inflation and GDP figures arrived (showing some encouraging signs), and stock markets set new records in…
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Investments
May 14, 2024

Investment Options: A Short Guide for 2024 3>

The world of investing can be confusing, not only for beginners but also for seasoned investors. Different “asset types” and investment options often come laden with a lot of jargon, making them difficult to understand.…
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Investments
May 11, 2024

UK economy: A roundup for 2024 3>

The state of the UK economy has key implications for individuals’ and households’ financial plans. For instance, the economic landscape informs government policy and decisions (e.g., tax rates), which can bestow costs and/or benefits on…
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Taxation
May 10, 2024

How to get the most from the 2024-25 tax year 3>

A new tax year (starting in April) offers a great opportunity to optimise your finances to keep more of your hard-earned income, savings and returns. With the arrival of 2024-25, many clients in Grantham and…
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Pensions
May 8, 2024

A pensions guide for the self-employed 3>

Being self-employed brings many wonderful benefits. Perhaps you have more earning potential than if you were employed, or maybe you have greater control over your working hours. However, self-employed people are arguably at a disadvantage…
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InvestmentsMarket Update
May 4, 2024

Market Update – April 2024 3>

Markets have started to see some volatility in April, following (mostly) positive performance over the prior few months. Inflation data continues to improve, although progress appears to have slowed somewhat. Commodity prices continue to keep…
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Pensions
April 7, 2024

How to consolidate pensions wisely 3>

Consolidating your pensions (“combining” them into a single scheme) can offer a valid way to streamline your retirement savings, potentially reducing fees and management hassle. However, the process of combining pensions is complex.
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Investments
April 6, 2024

What is a general investment account? A short guide 3>

A general investment account (GIA) can be thought of a bit like a regular savings account, except you are putting your money into investments – e.g. bonds and shares – rather than cash. What makes…
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Protection
April 5, 2024

Life insurance and cancer – what you need to know 3>

According to Macmillan Cancer Support, someone is diagnosed with cancer every 90 seconds in the UK. Around half of us will get cancer at some stage, in some form. Given these numbers, it is understandable…
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Investments
April 3, 2024

Are bonds tax free? Your gilt questions answered 3>

Bonds can be a powerful asset class to include in an investor’s portfolio. Yet how do they work, exactly? How do they relate to taxes, and what can you do to “shield” your returns (e.g.…
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