14th April 2022 Getting the most out of retirement and reaching your goals requires planning. Not thinking about your post-work years until you reach that milestone can mean that a retirement that promised much, falls short. While you might daydream about giving up work, pinning down the details, from your lifestyle to your income, means […]
14th April 2022 Since our Q4 2021 market update in December, the global economy has been shaken following the Russian invasion of Ukraine. Following the final quarter of 2021, which saw Omicron cases rise across the world, yet still boasted economic growth in the US, UK, and Europe, there has been a downturn in the […]
14th April 2022 In the 2021 Budget, the chancellor of the exchequer, Rishi Sunak, announced a “big freeze” of some individual allowances until 2026. In this announcement, Sunak explained that, from April 2022, four key allowances will be frozen until 2026, potentially resulting in higher tax bills for many people around the UK. So, with […]
14th April 2022 Over the past two years, the eventuality that you might become too ill to make your own decisions might have crossed your mind. While this is not a pleasant thought, the Covid-19 pandemic has caused us all to consider what life would be like if we became seriously ill. If you are […]
24 March 2022 Against the backdrop of the continuing war in Ukraine, the chancellor has delivered his spring statement. The war has contributed to uncertainty in the global economy, with the Office for Budget Responsibility (OBR) saying that, “given the unfolding situation in Ukraine, there is unusually high uncertainty around the outlook”. Disruptions in global […]
14 March 2022 In the last quarter of 2021, the UK government repaid £42 million in overpaid tax to pension withdrawers. What’s more, according to Money Age, pension investors have claimed more than £835 million in tax repayments since the Pension Freedoms reforms were implemented in 2015. If you are approaching 55, or are already […]
14 March 2022 The newest cinematic iteration of the 1937 Agatha Christie novel, Death on the Nile, hit UK cinemas in February 2022. If you’ve been to see Death on the Nile already, you might be inspired by the slick and incisive portrayal of the iconic sleuth, Hercule Poirot, played this time by legendary actor […]
14 March 2022 In the first three months of 2022, the stock market has proved volatile for investors all around the world. The continued concern surrounding the Covid-19 pandemic, the Russian invasion of Ukraine, supply chain disruptions, and the rising rate of inflation, have all caused turbulence in global markets. In the below graph, depicting […]
28 February 2022 Since the start of 2022, you’ve probably noticed that global markets – and perhaps the value of your pension or investments – have been a little uncertain. Over the last week or two, the ongoing situation in Ukraine has exacerbated this volatility. It’s natural to feel nervous or worried when national or […]
9 February 2022 In 2022, the idea that you become an “old person” when you reach your 50s and 60s is becoming increasingly outdated. After all, the UK’s average life-expectancy has steadily grown over the past 100 years. According to Statista, the current UK life-expectancy is around 81, compared with just 67 in the mid-20th […]