Lumin study reveals ESG claims investors should watch
Environmental, Social and Governance (ESG) investments have gained significant popularity in recent years. But hype and misleading marketing means every claim demands careful scrutiny.
Is your “safe” cash quietly losing you thousands?
People are increasingly parking large sums of money in cash, unaware that a combination of inflation and tax slowly take it away from you. There is therefore one truth that cannot be overlooked – cash is not king.
How annuities work: Securing income for the future
In this episode of our ‘Financial Illumination’ podcast, James Corcoran and Jack Dudley dive into the role annuities can play in a retirement plan. They explore how annuities work, why they matter, the risks associated with them and how they can potentially help you build steady, stress-free income throughout retirement.
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Monthly markets review – March 2026
Conflict in the Middle East drove market volatility throughout March 2026, as rising energy prices renewed inflation concerns led investors to reassess expectations for central bank interest rate cuts.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
What’s changing from 6 April? New rules to be aware of this tax year
With a new tax year, comes new rules. This means that from 6 April, many new measures will be taking effect – likely changing the course of your financial planning strategy.
How Inheritance Tax (IHT) really works: Everything you need to know
Managing Inheritance Tax (IHT) is a cornerstone of effective estate planning. But what exactly is IHT, and how does it work in practice?
Monthly markets review – February 2026
While markets moved higher, February reminded investors that leadership can shift quickly.
Iran conflict: Stay calm, stay invested
Recent events in the Middle East have understandably unsettled investors. But history consistently reminds us of one thing: investors who stay diversified and ride out volatility are often the ones who come out ahead.
