One in four savers worried they won’t have enough in retirement – but how much is enough?
One in four savers worry they won’t have enough money to retire on, new data from the Pensions and Lifetime Savings Association shows. The research,…
Private trustees run risk of falling foul of new HMRC rules
Private trustees – so called ‘mum and dad’ trustees – are being warned to register with HMRC ahead of rules changes set to take effect on 1…
Have you had your £150 Council Tax rebate? If not, here’s what to do
Households in Council Tax band A-D are expecting a £150 Council Tax rebate from the Government, as the cost-of-living crisis deepens. But the actual…
Prices are rising – but insurance costs are one of the best ways to cut back
The cost-of-living crisis is squeezing household budgets and making it increasingly difficult to avoid, even for the best-off households. This is…
How to help clients understand what ESG means to them right now
This article first appeared in Professional Adviser. While ethical investing – or ESG – might have shifted from a fringe notion to the financial…
Is long-term wealth building at risk from inflation and interest rate rises?
The wealth landscape has not been this tough for many years. Inflation is perhaps the trickiest issue for wealth growth right now, but interest rates…
Rishi Sunak’s Spring Statement: how it affects your money
Rishi Sunak delivered his Spring Statement at the end of March, with an update on the current state of the UK economy and future expectations for the…
Is it time to get an electric car?
With fuel prices soaring, and the cost of used cars continuing to rise in the wake of the pandemic, you might be wondering if now is the right moment…
What you need to know if you decide to work past the State Pension age
It used to be the case that your employer could force you to retire when you hit 65, whether you wanted to finish working or not. However, the…
Three ways to reassure clients during a crisis
This article first appeared in Professional Adviser. Russia’s invasion of Ukraine sent shockwaves across the world and, as global markets…
Sense and sensibilities
Aligning clients’ investments with ESG-focused outcomes is becoming both more commonplace and more complicated.