7 August 2024 It is not easy to consider the eventuality of losing somebody close to you, be it your spouse or civil partner, parent, sibling, or a close friend. But as we all know, life has its own plans, and at some point, we may have to say goodbye to someone we love. While […]
7 August 2024 At the beginning of 2024, we published insights on the rise in financial scams in the UK, and how to avoid them as best you can. To recap: Sadly, we recently discovered that a Depledge client had been hacked, leading to them believing their Depledge adviser had contacted them. In fact, it […]
18 July 2024 In April, we reported that six key global stock market indices had all reported positive returns over the first quarter of the year. Thankfully, throughout the second quarter of the year (April to June 2024), this upward trajectory continued, albeit showing more temperate returns than in Q1. The below figures reflect the […]
18 July 2024 As you approach your 40s or 50s, have you begun to hear the phrase “midlife crisis” bandied about more often than before? While friends and family might like to make tongue-in-cheek jokes about buying a sports car or getting a trendy haircut, many people do experience a crisis of confidence when they […]
18 July 2024 A new study, published by FTAdviser, has found that 46% of high net worth individuals are planning to leave their home to their children as part of their inheritance. When you form your “estate plan” – the amount of inheritance you wish to leave when you die, and to who – it […]
10 July 2024 In a decisive and historic victory, the Labour Party won the 2024 UK general election with a significant majority and Keir Starmer has become the UK prime minister after 14 years of Conservative government The new chancellor, Rachel Reeves, has already pledged to “fix the foundations” of the British economy in a […]
26 June 2024 2024 has been called “the year of elections” with an estimated 2 billion people around the world heading to the polls. Voters in the UK will have their say on 4 July. Now that each of the main parties has published their manifestos, here’s what the 2024 general election could mean for […]
26 March 2024 When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown. A flexible income puts you in control and means you can adjust how much you withdraw from your pension if you […]
18 March 2024 While you may think that a serious illness or injury is a remote possibility, the reality is that they are far more common than you may believe. In fact, the NHS reveals that it sees around 1.3 million people each day, the equivalent of the entire population of Estonia! Aside from the […]
18 March 2023 If you are a parent, it is likely that you have thought about how much money you would like to pass down to the next generation, either now or in the future. Something you may not have considered, though, is how this wealth will be transferred from you to your loved ones […]