📉 What If Donald Trump Was Your Financial Adviser? FAQs You’re Too Polite to Ask 🙃
Imagine walking into your financial adviser’s office and being greeted with:“We’re gonna make your pension great again!” Sounds…
How the Latest US Tariffs Could Affect Your Investments
On 2 April 2025, US President Donald Trump announced new tariffs, adding fresh import taxes on goods entering America.
The Inheritance Tax Minefield: Why Advisers Face Tough Conversations – and Why You Should Have One Too
As a financial adviser, I see this all too often. Clients assume that IHT won’t apply to them, only to find out too late that a significant portion of their estate could end up with HMRC instead of their loved ones.
Spring Statement 2025: Key Takeaways and What It Means for You
Understanding the Key Changes and How They Impact Your Finances Chancellor Rachel Reeves has delivered the Spring Statement…
The Money Talk: The Conversation Every Family Should Have!
Let’s be honest, talking about money with family can feel awkward. For many, it’s almost a taboo subject, as if discussing finances will somehow bring bad luck or create unnecessary tension.
Financial Planning Is Like Flying a Plane—Are You in Control?
Flying a plane and managing your finances have more in common than you might think. Both require preparation,…
Navigating Market Uncertainty: Lessons from History for Investors
History shows that while periods of uncertainty may cause short-term volatility, long-term investing strategies often lead to recovery and growth. Learning from past events can help you maintain perspective, avoid panic, and make more informed decisions during turbulent times, ultimately building resilience in the face of market fluctuations.
A Simple Guide to Purchasing a Pension Annuity
Understanding annuity rates can help you make informed decisions when purchasing an annuity.
Are You on Track with Your State Pension?
Your State Pension is a crucial part of your retirement income, but are you on track to receive the full amount?
3 Strategies to Help you Achieve Early Retirement
Dreaming of retiring early and living life on your own terms? You’re not alone. The idea of early…
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