News and Articles

A pre-Christmas money checkup

By | Financial Planning | No Comments
December is often a difficult month, financially, for households. Not only are expenses higher due to Christmas spending (which can run into the £100s), but January is also a 31-day month; meaning it can feel…

2021: Is the stock market high?

By | Investments | No Comments
Since the 2008-9 Financial Crash, stock markets – particularly in the US – have arguably seen their biggest ever “bull run” (upward trajectory). This was interrupted in 2020 as the COVID-19 pandemic hit markets, but…

Can ISAs be protected from IHT?

By | Taxation | No Comments
ISAs (individual savings accounts) can be wonderful “vehicles” for savings and investments. Not only are they very tax-efficient, but the Lifetime ISA (LISA) even offers a government “top up” if you use the funds for…

Social media: be wary of bad advice

By | News | No Comments
Facebook, YouTube, Twitter and other social platforms can be a great place to interact with friends and find useful, entertaining content. One problem, however, is the rise of financial influencers (“finfluencers”) on these platforms who…
< >