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Financial Planning

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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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Financial Planning
August 7, 2023

UK recession risk eases – what it means for you 3>

The UK has narrowly avoided widespread predictions of a recession in the second quarter (Q2, April-June) of 2023. The economy grew by 0.2%. Is this cause for celebration? Does it mean that the UK is…
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Financial Planning
July 14, 2023

IHT and your home: a quick guide 3>

Will you pay inheritance tax (IHT) on your home? Many people want to pass down their property to loved ones when they die, keep the wealth within the family and away from the taxman. In…
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Financial Planning
June 12, 2023

Saving for university: a short guide, 2023 3>

In 2023, Tuition Fee Loans still cover the full cost of a university course for most undergraduate students. However, these only apply to admin costs, lectures and other key academic services. They do not apply…
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Financial Planning
May 22, 2023

How to achieve financial independence 3>

Financial independence – sometimes called FIRE (Financial Independence, Retire Early) has become quite popular in recent years, especially amongst younger people who dream of a nomadic lifestyle travelling the world...
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