Latest financial & investment posts.

Could a financial plan give you the confidence to retire sooner?

Inheritance Tax: How does the UK compare internationally?

More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read…

Budget Summary

The 30th of October Autumn Budget delivered several key announcements that will affect the financial services industry. Most notably: Removal of the exemption to inheritance tax of pension death benefits from 6th April 2027. No extension to the freeze in…

Your Autumn Budget update – the key news from the chancellor’s statement

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…

5 reassuring ways a financial plan could help you deal with life’s scares

Halloween is just around the corner, but there’s more than ghouls and ghosts to be scared of. Sometimes, daily life can be just as frightful as the latest horror film. Here are five reassuring ways a financial plan could help…

Investment market update: September 2024

Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to discover other factors that may have affected the performance of your investments. UK Data from…

The Eurozone has not grown at all in 2023.

The Eurozone looks as if it has entered recession with slowdowns in the major economies shrinking GDP growth to -0.1% in Q3. Germany has a Q3 GDP growth rate of -0.4%, France was 0.7% and Italy 0.04%. These figures support…

The worst of China’s property crisis is over.

HSBC Chief Executive Noel Quinn has suggested that the worst of China’s property crisis is over and now expects the Chinese property market to stabilise. This outlook will be seen as a very important commentary on the situation within China.…

India recorded year on year GDP growth of 7.8% in Q3.

India has been one of the fastest growing major economies this year. India recorded year on year GDP growth of 7.8% in Q3. India’s robust economy has high foreign exchange reserves, manageable debt to GDP levels and well contained fiscal…