by Julia Copeland | 27 May 2025 | General
What to consider when planning your legacy Transferring wealth to the next generation is one of the most important financial decisions you will make in your lifetime. The assets you have carefully built over the years – whether they are property, investments, savings...
by Julia Copeland | 27 May 2025 | General
Planning for stability by diversifying your investment portfolio Diversifying your investment portfolio can feel like navigating a maze, especially when unexpected events disrupt financial markets. However, diversification offers a solution to tariff uncertainty. The...
by Julia Copeland | 27 May 2025 | General
The best way to foresee your future is to prepare for it now Planning for retirement is one of the most important financial decisions you’ll face in your lifetime. With many factors to consider, including income needs, inflation, investment strategies and unexpected...
by Julia Copeland | 27 May 2025 | General
Looking for a steady approach to building your portfolio? Bonds can provide stability and income for your investment strategy. They are often viewed as a ‘safer’ and more stable option, particularly in today’s unpredictable economic environment. Fixed interest...
by Julia Copeland | 27 May 2025 | General
What savers need to know about UK pensions to make informed choices When saving for retirement, understanding where your pension is invested is crucial for securing your financial future. For many savers, the appeal of UK investments is significant. A recent study...
by Julia Copeland | 27 May 2025 | General
A practical solution to a challenge many families could face When planning your legacy, it’s essential to understand how Inheritance Tax (IHT) may impact what you leave behind for your loved ones. IHT is often seen as a burden that can reduce the value of your estate,...
