Insights

Insights

  • Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

    The Magnificent Seven might conjure up images of the 1960s Western film or its 2016 remake, but there’s a new group in town – seven technology companies that outgained the market in 2023. Read on to find out more about these companies and the effect they’re having. The S&P 500 [...]

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    Published On: March 14, 2024
  • How to calculate the level of income protection that would provide you with financial security

    Income protection could provide you with an essential safety net if you’re unable to work due to an accident or illness. Yet, research suggests it’s a valuable step that some people might be overlooking. If you’re too ill to work, income protection could provide you with a regular replacement income. [...]

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    Published On: March 14, 2024
  • Financial stress costs UK businesses £10.3 billion a year. Could financial advice help your firm?

    Financial worries can harm the mental wellbeing of employees, and research suggests it could negatively affect the productivity of businesses too. As an employer, offering financial advice to your team could be a win-win. Inflation has led to the cost of living soaring, so it’s not surprising that more households [...]

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    Published On: March 14, 2024
  • A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam

    A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the 2,000 people with assets worth more than £250,000 who were surveyed, 41% of them reported they had been scammed, with more than a third saying they had [...]

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    Published On: March 14, 2024
  • All the winners and losers from the 2024 Spring Budget

    With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will [...]

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    Published On: March 6, 2024
  • Your Spring Budget update – the key news from the chancellor’s statement

    The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond. With a general election looming – prime minister Rishi Sunak has said he will call it before the end of [...]

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    Published On: March 6, 2024
  • Guide: 10 things you can learn about your financial plan from these ABBA hits

    In April 1974, a Swedish foursome took to the stage at the Eurovision Song Contest. Performing eighth on the night, ABBA introduced themselves to a global audience, romping to victory with their hit ‘Waterloo’. In the intervening five decades ABBA – made up of Agnetha Fältskog, Anni-Frid Lyngstad, Björn Ulvaeus, [...]

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    Published On: February 27, 2024
  • Guide: Everything you need to know about annuities when creating a retirement income

    When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income.  If you’re not sure how annuities work or if they could be right for you, this [...]

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    Published On: January 30, 2024
  • Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

    When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the 2023/24 tax year ends, might be valuable. This guide explores some of the allowances that could help your money go further. You might discover you [...]

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    Published On: January 23, 2024
  • Investment market update November 2023

    While inflation is starting to ease in economies around the world, there are still signs of economic challenges ahead. Read on to find out what affected investment markets in November 2023.  UK  In November, chancellor Jeremy Hunt delivered the Autumn Statement. Despite media suggestions that Inheritance Tax would be abolished, [...]

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    Published On: December 1, 2023
  • 10 digital gifts if you need a last-minute Christmas present

    As Christmas approaches, so does the inevitable stress of gift buying. On top of finding presents for your loved ones, there’s always one person you forget.  Whether they’re an unexpected addition to the family party or you simply want an extra treat for your friends, you may need to quickly [...]

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    Published On: December 1, 2023
  • 3 helpful ways effective financial planning could ease health fears

    NHS waiting lists have reached a record high and a survey suggests people are worried about the effect it could have on the care they would receive if they faced an illness. It’s a concern financial planning could help ease. The BBC reports that 7.75 million people are waiting for [...]

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    Published On: December 1, 2023