13 January 2025 Welcome to your Q4 2024 global market update. Here, you’ll find a breakdown of how global stock markets performed between October and December 2024. Below is a table demonstrating the performance of six key world indices performed in Q4 and throughout the year. Source: JP Morgan As you can see, some regions […]
Andrew Day
Joint life cover or single protection? Here are the pros and cons of each option
13 January 2025 Life cover can serve as a vital safety net, helping you and your loved ones maintain your standard of living after someone passes away. If you and your spouse are looking to obtain life cover to shield your loved ones from the unexpected, then the two main options available are: Joint life […]
3 crucial investment lessons to learn from market events in 2024
13 January 2025 Looking back on 2024, it’s fair to say that it was somewhat of a tumultuous year marked by volatility and significant market events. Indeed, from interest rate changes to major elections across the globe, the economic landscape was uncertain at times. Fortunately, despite some events causing uncertainty, markets ended the year on […]
It’s a Wonderful Life: 4 important financial planning lessons you could learn from this iconic Christmas film
11 December 2024 It’s Christmas – and what is Christmas without sitting down to watch your family’s favourite films under a warm blanket? For many, It’s a Wonderful Life epitomises everything magical about Christmas: an unlikely, heartwarming story about the true value of community and family. What’s more, the film contains a handful of helpful […]
3 ways to shape up your financial plan in 2025
11 December 2024 With just a few weeks left of 2024, you might be setting new year resolutions that you believe will improve your quality of life. These might be diet-related, fitness-focused, or to do with your career. While you’re at it, it may be useful to think about ways that you could improve, alter, […]
Our 2024 year in review
11 December 2024 As 2024 draws to a close, we’re taking a moment to reflect on the year and cast our eyes towards what 2025 might hold. The markets have provided a more positive backdrop to client portfolios in 2024 and we’ve made great progress with many clients’ financial plans. As a firm, we’ve had […]
Retirement costs have gone up by 60%. Here’s how to retire comfortably
14/11/2024 It’s likely that when you picture your upcoming retirement, you don’t envisage making sacrifices to your lifestyle. Instead, you probably imagine living an even fuller, richer, more exciting life than you do now. Of course, to achieve this much-deserved luxury retirement, you will need to accumulate enough wealth first. While you already know this, […]
Are you worried about dementia? Here’s how to plan ahead
14/11/2024 Here at Depledge, we strongly advocate for our clients taking control of their finances, and this includes preparing for unexpected circumstances. If you know a loved one who has been diagnosed with Alzheimer’s disease, the leading cause of dementia in the UK, you will know that this illness can be extremely detrimental to a […]
How the 2024 Autumn Budget could affect your family’s Inheritance Tax bill
14/11/2024 On 30 October 2024, Rachel Reeves became the first woman to deliver a Budget to parliament. A much-anticipated event, Labour’s first Budget since being elected in July promised “difficult decisions” to fill the “£22 billion black hole” the chancellor says was left behind by the Conservative Party. As expected, this historic Budget saw changes […]
Your Autumn Budget update – the key news from the chancellor’s statement
30 October 2024 Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as […]