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Financial Planning

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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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Financial Planning
May 10, 2023

4 financial planning mistakes and how to avoid them 3>

Did you know that one-third of Britons admit to making “silly mistakes” with their cash over the last 12 months? These include accidental app purchases on a smartphone, booking tickets and failing to cancel subscriptions...
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Financial Planning
April 17, 2023

Why financial planning is important for women 3>

Financial planning is valuable for everyone. Yet British women often face unique challenges that need addressing if they are to reach their goals. Below, our Grantham financial planners show why is it important for women…
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Financial Planning
March 22, 2023

Dealing with political uncertainty in your financial plan 3>

Politics can have a big impact on your financial plan. Perhaps the government changes a key tax rule which affects your income and investment returns. Or, maybe a policy announcement leads to a sharp drop…
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Financial Planning
January 23, 2023

Financial planning for young people 3>

Young people have a key advantage when making a financial plan – time. With longer to invest, for instance, your retirement fund has more time to grow. You have more years to organise your income…
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Financial Planning
January 3, 2023

Why financial advice is valuable 3>

Everyone can benefit from financial advice – not just those with complex, offshore assets. Yet when is the right time to work with a financial adviser, and what specific value can they offer?
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