Month: August 2023

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one way to pass on wealth to your family. Each option has advantages and drawbacks that

Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023.  Despite some data suggesting there could be a downturn in some areas, the International Monetary Fund (IMF) has lifted its global growth forecast for 2023. The organisation now

The World Happiness Report has named Finland the happiest nation in the world in 2023 – it’s the sixth consecutive year the country has won the title. Read on to find out what the UK could learn from some of the happiest countries.  The research polls around 1,000 people from each country across several key

It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your goals.  While you try to make investment decisions based on logic and facts, it can be easy for emotions, from fear to excitement, to play

Setting out who you want to benefit from your estate might not be the most romantic task, but it’s an important one. If you’re getting married, reviewing your will is an essential step. Read on to find out why.  Marriage revokes an existing will Even if you’ve already written a will, marriage will automatically revoke

Brits are struggling with financial jargon and aren’t sure where to start with investing. It could mean some people are missing out on opportunities to increase their wealth.  A survey from Lloyds Bank found that 50% of Brits say they were scared of investing. Furthermore, 38% say financial jargon is baffling.  Misunderstanding common financial terms

Figures suggest the average cost of a care home is on the rise. While it can be difficult to consider, some people will need care in their later years and making it part of your long-term plan could provide greater security.  Of course, you hope you can enjoy your later years in good health and

The number of retirees choosing an annuity to generate an income is on the rise. Yet, research suggests millions of people may be overlooking the option because they don’t understand how annuities work.  An annuity could provide you with a way to create a guaranteed income throughout retirement. It’s something that you purchase, and it

Investing may provide a useful way to grow your wealth, but getting started can be overwhelming. There are some important decisions to make when investing that could affect the outcomes and the tax you’re liable for, and we’re here to offer support.  Last month, you read about investment risk and what to consider when creating