Monthly markets review – June 2025
Trade tariffs continued to affect markets in June 2025, though uncertainty did start to ease. Equity markets traded higher again to extend their historic rally off the back of April’s correction lows, meanwhile bond prices also rose, and Gilt yields moved lower across the entire curve.
The power of compounding: Why time is your best investment ally
Compounding is a powerful idea in finance. Albert Einstein reportedly referred to compound interest as the “eighth wonder of the world,” noting that those who understand it reap the rewards, while those who don’t end up paying for it.
Investing: Don’t get caught out by underlying fund costs
Many investors overlook the impact of fund charges, some of which may not be clearly disclosed. Understanding these underlying costs is essential to maximising your long-term gains.
Ask our expert: Your financial planning questions answered
Financial Consultant Max Dymoke answers readers’ questions on
withdrawal rates in retirement, gift inter vivos insurance policies,
and the tax pitfall to watch out for when gifting the family home.
A blended retirement strategy: Annuities alongside drawdown
Combining an annuity with flexible pension withdrawals allows savers to secure a guaranteed income in retirement, without sacrificing flexibility and returns potential.
Monthly markets review – April 2025
April 2025 was marked by a surge in market volatility driven by US tariffs actions, with global equities under pressure, bond markets swinging sharply, and gold hitting record highs.
Active vs. passive investing: Why there is a place for both types of investing in your portfolio
This article explains why active and passive approaches can complement each other to create an effective investment portfolio.
Top tips to save money and set your finances up for success in the new tax year
Strategic early planning unlocks more financial opportunities and ensures you make the most of tax-saving opportunities. Here we highlight some key considerations for the 2025/26 tax year.
Job-changers: Take the opportunity to set your pension pot up for life
A new job can be a life-changing opportunity. But it’s also a great chance for many savers to evaluate their workplace/personal pension planning. Reap financial rewards by getting your pension(s) on the right track now.
Monthly markets review – March 2025
In March 2025, global financial markets faced significant volatility, primarily due to escalating trade tensions and anticipated tariff implementations by the United States.
