Help loved ones onto the property ladder – without knock-on tax implications
Joint borrower-sole proprietor mortgages can be an ideal solution to help children and/or grandchildren with a first property purchase.
What are your options if you took your pension tax-free cash ahead of the Budget?
There are a number of solutions available to those who recently accessed their tax-free pension cash. In some cases, a combination of measures can represent the best solution.
Monthly markets review – October 2024
Markets paused for breath in October, as investors became more concerned about longer-term inflation.
What does the US Election result mean for your investments?
The United States has voted: Donald Trump is returning to the White House as President. This raises the question for many as to how this decision will affect financial markets.
Budget round-up: Tax changes to capital gains, pensions and IHT
Chancellor Rachel Reeves’ first Budget has introduced a number of changes to the tax regime. This article rounds up the key changes and explores some of the consequences for your personal finances.
Monthly markets review – September 2024
Markets returns were positive in September, with some dispersion in equity returns. Read on for our latest market commentary for the month of September 2024.
Autumn Budget: How Labour might change pension taxation and capital gains tax
We take a closer look at some of the potential reforms that the new government could implement on 30 October.
Rate monitoring could save (tens of) thousands on mortgage costs
Lower interest rates are on the horizon. It can be very lucrative for homeowners to monitor rates between getting a new mortgage offer, and the new rate kicking in.
Monthly markets review – August 2024
A sharp shock to share markets in August was followed by a gradual recovery and more settled conditions. Read on for our latest market commentary for the month of August 2024.
What are the key factors to consider if you decide to ‘un-retire’
Lucrative consultancy work can draw retirees back to the workplace. But returning to work has important implications and consequences for your pension(s).
