Wealth Management News

20 August 2025

Pensions can be a powerful way to pass wealth on to your family in a tax-efficient manner. Under current rules, most defined contribution pensions are not

21 July 2025

Liberate your pension – Why withdrawing part of your fund after 55 makes sense

If you are aged 55 or over, pension freedoms give you more control over your retirement savings. Since 2015, anyone with a Defined Contribution pension can

21 July 2025

The rise of AI – Why you should not trust a robot to invest your money

Artificial intelligence (AI) is becoming more common in the world of finance. From chatbots to investment tools, many services now use AI to offer guidance. However,

21 July 2025

Looking to retire early? Here is what you need to consider

Retiring before you reach State Pension age (SPA) is possible, but it takes careful planning. The earlier you stop working, the longer your money needs to

18 June 2025

Are forgotten subscriptions draining your finances?

Research from Citizens Advice has revealed that than 13 million UK adults (around 26 per cent) have accidentally taken out a subscription in the past year.

18 June 2025

How much do you need in your emergency fund?

Emergency savings can be the financial buffer that stops short-term shocks from turning into long-term struggles. However, according to the Financial Conduct Authority (FCA), one in

18 June 2025

Beware of “greenwashing” when investing your cash

Green investing has soared in popularity. Sustainable investing continues to attract UK investors, with sustainable equities drawing £12.05 billion in 2024. Additionally, 64 per cent of

21 May 2025

Smart steps to take in an uncertain mortgage market

While the Bank of England (BOE) has started cutting the base rate in recent times, mortgage pricing remains mixed. While the base rate dropped by 0.5

21 May 2025

50 per cent of adults do not understand the state pension – Do you?

Half of UK adults are unclear on how the state pension works, according to Standard Life’s Retirement Voice report. Nearly one-third of those closest to retirement

21 May 2025

Time to pull out of US stocks?

President Donald Trump’s second term has ushered in a wave of protectionist trade policies, including sweeping tariffs that have rattled global markets. Since January 2025, the

24 April 2025

“Inflation targets achievable” says Chancellor: Investment strategies impacted

In her Spring Statement, Chancellor Rachel Reeves struck a cautiously optimistic tone as she declared the Bank of England’s two per cent inflation target “achievable” –

24 April 2025

ISA reform could turn more savers into investors

Millions of people across the UK use ISAs to grow their savings without incurring a tax burden. But with inflation outpacing interest rates, the real return