Financial Planning

 

Are high interest rates and inflation here to stay?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Did you know that, since the 1970s, low interest rates (under 5%) have not been the norm? Many have enjoyed and […]
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How the UK tax landscape has changed

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The UK now has its highest tax burden in 70 years. With inflation also now at 9%, putting further financial pressure […]
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Interest rates: new changes & how they affect you

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The UK’s base rate now stands at 1.25%; the 5th rise by the Bank of England (BoE) since late 2021. This […]
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How to reduce your tax liability in retirement

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. After a long career paying taxes, it is understandable to want to reduce your liability as much as possible in retirement. […]
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Energy costs to rise in October – what it means for you

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. It is no secret that gas and electricity are getting more expensive. Indeed, Ofgem – the UK’s energy regulator – recently […]
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How a financial planner can help business owners

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Business owners have faced challenging times lately, especially since COVID-19 caused such huge disruption from 2020. Keeping your company finances on-track […]
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4 ideas to grow your wealth in 2022

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Wealth – or financial assets – are important means to your life goals. Whether you want to retire early, travel the […]
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Helping refugees and your financial plan

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Faced with the growing crisis in Ukraine, British people have been asked to take Ukrainian refugees into their homes. At present, […]
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Key takeaways from the Spring Statement, 2022

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. In “normal” times, the Spring Statement is usually seen as an update from the Chancellor on the UK economy. Since COVID-19 […]
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BoE raises to 0.75%: what it means for you

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The UK is now facing its highest inflation rate since the Falklands War in 1982 – possibly set to reach a […]
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