14th May 2024

Planning children’s financial futures

We all want a good start in life for the children in our family. After providing for the immediate needs of younger children, thoughts turn towards the future and consideration of longer-term goals. You may want to consider investing for your child’s future to potentially build something significant which they can call on in later […]

7th May 2024

In the news

Find lost money!  Up to £800m of pension and insurance assets and an even higher amount of savings could be lying dormant, according to new data1. Bank and savings accounts may be declared dormant if you don’t touch the account for several years and any letters from the bank or building society may fail to […]

30th April 2024

More FTBs later in life

The challenges young people face in getting on the property ladder are a regular feature in the media. A less-often discussed impact of the UK’s housing market, however, is the rising age of first-time buyers (FTBs).  Average age rises  The biggest increase in FTBs in the last five years has been among older homebuyers, a […]

Where next for the global economy?

While the latest forecast released by the International Monetary Fund (IMF) does suggest global growth is likely to remain below its long-term historic average, the update did strike a relatively optimistic note with the organisation’s Chief Economist saying a global “soft landing” was in sight.  Global growth upgraded  In its first assessment of world economic […]

The cost of dying

Nearly half (48%) of adults aged 18 to 40 don’t have life insurance1. This puts many in a precarious position, as the unfortunate reality is that the cost of dying is high.  Research has found that a premature death can cost surviving family members an average of £195,475 over the course of ten years2. These […]

16th April 2024

Crafting your retirement strategy

Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working.  Active planning is important  According to a recent report1, individuals on average begin actively planning for retirement […]

What’s the best way to add value to your home this spring?

If you’re looking to sell this year, you might be wondering how to add extra value to your home before listing. It’s not always obvious, though, what are the best ways to do this, so it is easy to become fearful of sinking money into a project that might not increase the sale price.  Fortunately, […]

In the news

UK M&A activity drops nearly a fifth in 2023  UK M&A activity in 2023 fell below 2022 levels as economic headwinds continued to affect the number of deals completed in the year, according to PwC’s latest Global M&A Trends 2024 Outlook. In total, the UK saw 3,628 deals across 2023, compared to 4,362 the previous […]

10th April 2024

Retirement living costs surge

According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single person £31,300 a year, which is £8,000 more than last […]

Investor confidence returns

Increased investor confidence in equity funds over the last few months has been evidenced by a leading Index1, with UK investors at their most bullish in almost three years.  Equity fund inflows reached £2.01bn in January, one of the top ten months on record and the highest since April 2021. In addition, the January Index […]