Month: March 2022

Investment market update: February 2022

Financial stock market graph on an abstract background

Throughout February, tensions between Russia and western countries caused concern for investors. As Russia invaded Ukraine, stock markets around the world fell and it’s expected that volatility will continue. If you’re an investor, remember to keep a long-term outlook when reviewing your portfolio, and if you have any questions, we’re here to help you. UK… Read more »

The ESG investment trends to watch out for this year

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ESG investing means considering environmental, social, and governance factors when deciding how to invest. ESG investing continues to grow and more investors are considering how they reflect their values in financial decisions. It covers a broad range of areas, but here are some of the trends that are set to affect ESG investing this year…. Read more »

Inheritance Tax receipts rise again. What can you do to minimise the bill?

A father teaching his young son to ride a bike.

Official figures show that the amount paid in Inheritance Tax (IHT) has increased again. As the IHT thresholds are set to remain the same despite rising inflation, more people will need to consider how IHT could affect what they leave behind for their families. According to a report in FT Adviser, IHT receipts between April… Read more »

5 things the FIRE movement has in common with financial planning

A group of young people enjoying a drink at a café.

The FIRE movement is a small but growing lifestyle movement. It stands for “financial independence, retire early”, and challenges the traditional path of working until you’re in your 60s before retiring. While the steps FIRE members take can be extreme, it does share some of its core principles with financial planning. In essence, the FIRE… Read more »

More people than ever are saving into a pension, but 6 in 10 aren’t confident about their knowledge

A young woman typing on a laptop in an office space.

The latest figures from the Pension Regulator prove that pension auto-enrolment has been a success – more people than ever are saving into a pension. Yet, research also shows that many people don’t think they know enough about saving for retirement. Before the government introduced auto-enrolment in 2012, just 4 in 10 private sector workers… Read more »