Category Archivenews
Independent Financial Advisers
Financial protection: The key options that could protect your lifestyle and family
Financial protection could provide you with a cash boost when you need it most, and there’s more than one type to consider. Last month, you read why financial protection provides a crucial safety net should you face an unexpected shock. Now, read on to find out more about some of the key options. 2 forms […]
Investment market update: March 2025
Trade wars and fears that tariffs could spark recessions meant investment market volatility continued in March 2025 and the start of April 2025. Read on to find out more about some of the factors that may have affected the value of your investments recently. Tariffs imposed by US President Donald Trump affected markets negatively and, […]
The AI technology that means you need to be vigilant for scams more than ever
AI technology is presenting lots of opportunities for businesses to improve efficiency, but it’s also being used by scammers. To protect your assets, it’s more important than ever that you’re vigilant and aware of how criminals might target you. While you might think of scams as being rare, they could be more widespread than you […]
4 reasons to remain calm amid market volatility and uncertainty
Geopolitical tensions have led to a bumpy start to 2025 for investors. If you’re worried about volatility and what it might mean for your long-term finances, there are reasons to remain calm despite the uncertainty. The ongoing war in Ukraine has resulted in some anxiety in Europe, with the UK and other countries committing to […]
Why you should make registering a Lasting Power of Attorney a priority
Data released by Scotland’s largest health board has highlighted the potential challenges families could face if a loved one doesn’t have a Power of Attorney in place. According to a BBC report, in NHS Greater Glasgow and Clyde, a third of patients who are delayed getting out of hospital are stuck because they don’t have […]
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
An incoming change to the way pensions will be taxed when they’re inherited might mean you’re rethinking how you use your pension. Before you dive into updating your retirement plan, it’s important to understand what the changes could mean for you and how to balance passing on wealth with your retirement aspirations. During the Autumn […]
5 strategies that could help you avoid running out of money in retirement
Worrying about your finances in retirement could dampen your excitement as you start the next chapter of your life. As you’ll often be responsible for generating your own income once you give up work, it’s not surprising that a February 2025 report from Which? revealed half of over-55s are worried about running out of money. […]