Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions in the future. If you’re looking for excitement in your investments, read on to find out why that approach could lead to disappointments. The media can make investing seem exciting When you’re reading financial headlines, […]
How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to September 2024 data from Vanguard, it’s estimated $18.3 trillion (£13.45 trillion) in […]
The pros and cons of choosing a shorter mortgage term
One of the key factors that affects your finances when taking out a mortgage is the term you choose. Read on to find out the benefits and drawbacks of choosing a shorter mortgage term. “Mortgage term” simply refers to the length of time that you’ll repay the debt over. Traditionally, first-time buyers would have taken […]
Investment market update: June 2025
Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising tensions in the Middle East may have affected the performance of your investments. Read on to find out more. Remember, it’s often wise to take a long-term view of your investments when reviewing returns, rather than focusing […]
Why supporting you is the most important thing we do as financial planners
As financial planners, we go well beyond money matters. Getting to know you and understanding your aspirations helps us support you whatever your circumstances.
Table for two: Why sharing meals could be the key to happiness
The World Happiness Report has discovered that dining alone is not good for your wellbeing, while frequently sharing meals with others can boost your happiness.
Inheritance Tax explained: Your guide to what happens to your estate in the UK
The rules regarding Inheritance Tax can be confusing. Read our guide to understand what happens to your estate in the UK, and how to manage your tax liability.
Inheritance Tax for Expats
It’s a common misconception that expats setting up home outside the UK don’t have to pay Inheritance Tax. The truth is that you remain liable to the UK Inheritance Tax on your worldwide assets if you are domiciled or deemed domiciled in the UK. Are Expats UK Domiciled? Domicile is different to where you are […]
Why Should We Diversify Investments?
Not many people collect eggs in baskets these days but the wisdom has survived. Spreading the risk by diversifying your investments significantly reduces the risk to your capital What is Investment Diversification? 1. The first step is to invest in many different companies rather than a small number. Individual company shares are high risk and […]
Is It Better to Pay Off My Mortgage or Invest My Money?
High Mortgage Rates Interest rates look to be peaking globally, and in the UK […]