by Gavin Johnson | Feb 4, 2025 | News
When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the 2024/25 tax year ends, might help your money go further. It’s important to understand which allowances fit into your financial plan...
by Gavin Johnson | Feb 3, 2025 | News
Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there was positive news too. Read on to discover some of the factors that may have affected the performance of your investments. Keep in...
by Gavin Johnson | Feb 3, 2025 | News
Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family and friends. If your estate is worth more than £2 million, the potential IHT bill might be higher...
by Gavin Johnson | Feb 3, 2025 | News
A study suggests that thousands of cancer patients in the UK are affected by delayed treatment. It could harm their overall wellbeing. Considering potential health risks as part of your financial plan might mean that if you’re diagnosed with an illness, you have more...
by Gavin Johnson | Feb 3, 2025 | News
While financial challenges often come up when those nearing retirement are asked about their concerns, emotional obstacles could be just as important. A financial plan might include looking at areas like your pensions and investments, but it could help you emotionally...
