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Independent Financial Advisers
Investment market update: September 2024
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to discover other factors that may have affected the performance of your investments. UK Data from the Office for National Statistics (ONS) shows inflation remained stable at 2.2% in the 12 […]
3 insightful pieces of data that could help you remain calm during market volatility
When you read that investment markets have fallen you might feel nervous or scared about the effect it could have on your future. Emotions like these sometimes lead to impulsive decisions that aren’t always in your best interest when you consider the long term. So, read on to discover some insightful pieces of data that […]
Why inflation solutions should remain part of your long-term financial plan
High inflation has been a hot topic over the last couple of years, and as its pace stabilises, you might think it no longer needs to be part of your financial plan. Yet, skipping inflation when calculating your long-term finances could leave you with a shortfall. The government sets the Bank of England (BoE) a […]
3 useful steps that could prevent your business falling victim to a scam
It’s not just your personal finances that may be attractive to fraudsters. As a business owner, you might also want to consider the steps you could take to halt a potential scam that targets your firm. Indeed, research suggests it’s something overlooked by many small business owners. According to UK Finance’s Annual Fraud Report 2024, […]
2 important tax considerations if you’re returning to work after retiring
Figures suggest that millions of retirees are deciding to return to work for a variety of reasons. While it could be beneficial and support your wellbeing, it may complicate your tax liability. Read on to find out the areas you might want to consider if you’re thinking about re-entering the workforce. A Legal & General […]
Inheritance Tax: How does the UK compare internationally?
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read on to find out more. Over the last few months, you’ve read about how IHT […]
74% of financial advice from social media leads to an “undesired outcome”
There’s an abundance of unregulated financial advice available, and research suggests it could harm your security and long-term plans. Whether you receive advice through social media or follow the financial decisions of friends, you could take more risk than is appropriate or miss out on opportunities. Read on to discover some of the potential perils […]
5 practical questions to consider when you’re naming a Lasting Power of Attorney
Who you choose to act on your behalf if you lose mental capacity is an important decision. You want to select someone you trust and you feel confident could act in your best interest should you need them to. So, read on to discover five practical questions you might want to answer when you’re setting […]
How to join the pension treasure hunt and discover “lost” savings
You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. Read on to find out why you might have lost pensions and how to rediscover them. 29 October 2024 marks National Pension Tracing Day and the campaign urges you to join the pension treasure hunt. […]
Investment market update: August 2024
August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to find out what may have affected your investments. Many market indices saw sharp falls early in August sparked by fears that the US is on track for a recession. However, investors are likely to have experienced some […]