5 practical questions to consider when you’re naming a Lasting Power of Attorney
Who you choose to act on your behalf if you lose mental capacity is an important decision. You want to select someone you trust and you feel confident could act in your best interest should you need them to. So, read on to discover five practical questions you might want to answer when you’re setting
Investment market update: August 2024
August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to find out what may have affected your investments. Many market indices saw sharp falls early in August sparked by fears that the US is on track for a recession. However, investors are likely to have experienced some
Inheritance Tax: 5 shrewd strategies for reducing a potential bill
If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away. Last month, you read about what IHT is and when estates become liable to pay it. Now, read on to discover some of the shrewd strategies you
Why “safety in numbers” might not apply to investing
Being part of a group can make you feel like you’re less likely to fall victim to a mishap or other negative event. While the hypothesis might be true in some circumstances, the opposite may be said when you’re investing. Read on to find out why failing to follow the crowd could be a good
Making your present part of your financial plan could enhance your life
As financial planners, we often talk about the importance of working towards long-term goals and security. As part of your financial plan, you might be putting money into a pension for retirement or building an emergency fund to safeguard your finances if you experience a shock. Considering your long-term ambitions is often important for turning
