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Financial Planning

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Financial Planning
July 1, 2024

The 2024 General Election: What You Need To Know for Your Financial Plan 3>

Whilst your attention may be on the upcoming General Election on 4 July, the UK is not alone in going to the polls. In total, there are set to be 73 national elections around the…
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Financial Planning
June 4, 2024

Should you take financial advice from social media? 3>

Recently, there has been a crackdown on social media influencers promoting “dodgy” investments on social networks like Facebook. In May 2024, the City watchdog – the Financial Conduct Authority (FCA) – charged nine “finfluencers” for…
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Financial Planning
March 7, 2024

Spring Budget Summary 2024 3>

Jeremy Hunt delivered his much-awaited budget on 7 March. Given the upcoming election and challenging public opinion, the government has recently been under significant political pressure to assuage voters. The headline measure was the cut…
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Financial Planning
February 3, 2024

The emotional benefits of a financial adviser 3>

Recent polls suggest that 10% of UK adults feel “hopeless” about their financial circumstances and 34% feel “anxious”. Moreover, stigma is still a barrier to people opening up and getting expert help. Half of British…
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Financial Planning
January 4, 2024

Should you take shares or higher pay? 3>

You have just sat down with your boss for a performance meeting. He is pleased with you and makes a surprise offer. Would you be interested in becoming a shareholder in the business? This way,…
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Financial Planning
November 23, 2023

The Autumn Statement 2023 3>

Jeremy Hunt delivered the Autumn Statement on 22 November following weeks of speculation about potential tax cuts. The headline measure, a reduction to National Insurance Contributions was something of a surprise. Beyond this, economic measures…
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Financial Planning
November 17, 2023

The benefits of family financial planning 3>

HMRC is continuing its trend of taking more in inheritance tax (IHT) each year. In the period April-September 2023, it collected £3.9bn from households across the UK; £400m higher than the same period in the…
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Financial Planning
October 22, 2023

Upcoming wedding? 4 tips to keep costs under control in 2023-24 3>

According to the latest figures, the average cost of a wedding in the UK is about £30,000. Yet total costs can vary considerably depending on the couple in question – from a few hundred pounds…
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Financial Planning
October 16, 2023

How AI & new tech is affecting your finances 3>

Technology is changing remarkably fast in 2023 – perhaps at a faster pace than ever before. The arrival of artificial intelligence (AI), in particular, is opening new doors of possibility for creativity and productivity...
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Financial Planning
September 21, 2023

How financial planning fuels your wellbeing 3>

Financial planning is objectively beneficial for your wealth and finances. Yet what about your mental wellbeing? Increasingly, studies demonstrate a key link between money and mind. How can you ensure that your financial plan is…
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