UK Houses of Parliament.

Investment market update: March 2024

While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the world. Read on to find out what may have affected stock markets and your investment portfolio in March 2024. Remember, volatility is part of investing and most people should invest with a long-term outlook. If you have any questions about …

Woman enjoying a glass of wine

5 ancient wellness tips that could improve your life

In recent years, the focus on personal wellness has been a growing trend. Indeed, data reported by Statista reveals that the forecasted size of the wellness market could reach as much as $8.47 trillion by 2027. While it may seem as though embracing mindfulness and striving to live a healthy life are modern trends, this isn’t the case. In fact, …

A person using an online banking app.

The announcement of the new UK ISA marks 25 years of tax-efficient savings

Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save and invest. As ISAs turn 25, chancellor Jeremy Hunt unveiled plans to launch a new UK ISA and has previously announced changes that could provide you with more flexibility. Read on to find out what you need …

A father talking to his adult son.

6 in 10 Brits are unaware their pension is usually outside of their estate

Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that pensions usually fall outside of their estate. It could also mean some have failed to name a beneficiary for their pension. Read on to find out what you need to know about pensions and why they could be a tax-efficient …

Guide: 7 valuable behaviours for successful investing

How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your approach to investing could influence the decisions you make when you start building your portfolio, such …

Dr Seuss

3 unexpected financial planning lessons you could learn from Dr Seuss

Dr Seuss’s books are well-known for passing on life lessons to children through interesting and rhyming lyrics. But hidden among the vivid illustrations are valuable teachings that could apply to financial planning too. During his lifetime, Dr Seuss wrote and illustrated more than 60 books – several of which are the most popular children’s books of all time – and …

Plastic pollution in the ocean.

Planet v plastic: How you can embrace Earth Day 2024

Humanity is becoming increasingly aware of how we treat our planet. With more people experiencing the effects of climate change and global warming than ever before, the campaigns to protect the Earth are becoming more urgent. Earth Day has advocated for permanent, global change to save our planet for over 50 years. Named the planet’s largest civic movement, Earth Day …