Investing
12 December 2025
Now the dust has settled on the UK Autumn Budget, there were plenty of changes buried in the small print that didn't get much attention but could still affect people in a number of ways. We look at some of the smaller but relevant announcements that could impact your personal finances.
4 minutesInvesting
5 December 2025
With Tax year-end fast approaching, we look at how a thoughtful plan can unlock significant financial benefits. We explain how making a tax plan can boost your income, preserve your wealth and prepare for the future.
4 minutesInvesting
28 November 2025
After years of being mulled over by political parties – and months of speculation leading up to the Autumn Budget - the chancellor has confirmed that she will impose a mansion tax on properties worth £2 million or more.
4 minutesInvesting
26 November 2025
The Chancellor has finally delivered her Autumn Budget and as trailed, there were significant tax increases but also boosts to spending in some areas. There will be winners and losers but undoubtedly higher taxes will be a feature for many.
4 minutesInvesting
18 November 2025
Growth companies have been at the heart of the record-breaking rise of US stock markets in recent times. The dominance of the Magnificent Seven in the S&P 500 –including household names such as Apple and Nvidia – means most investors have exposure to growth companies in their portfolios. But do these businesses always mean good returns for investors?
4 minutesInvesting
4 November 2025
Talking about money helps people make clearer, more confident financial decisions. It also encourages action – so why do so few people do it? In the sixth annual Talk Money Week, the Money and Pensions Advice Service is encouraging people to "Start the conversation".
3 minutesRetirement
30 October 2025
Many people dream of retiring abroad, especially to a country that enjoys more sunshine, and maybe lower tax rates too. Over the past few years, there has been a huge increase in the number of Britons migrating to Dubai, lured by the warm climate and tax-free income. But how does living overseas affect your pension when you come to take money out of it? We look at three popular expat locations and what it means for drawing a UK pension.
4 minutesInvesting, News
22 October 2025
As Chancellor Rachel Reeves prepares to unveil her second Budget next month, there’s plenty of speculation about what could be announced. Yet experience shows us that making decisions based on unfounded rumours can often lead to unintended consequences
4 minutesInvesting
14 October 2025
Financial bubbles form when asset prices disconnect from fundamentals and jump to unsustainable levels. They have been part of the investment landscape since financial markets were first regulated.
4 minutesInvesting
9 October 2025
Here Chief Investment Officer Angelina Lai provides shares lessons from the track and the relevance to today's market.
4 minutesInvesting
7 October 2025
Bonds have long been seen as the backbone of a balanced investment portfolio – and traditionally the quiet partner to more volatile equities. Yet Liz Truss’s 2022 ‘mini-budget’ and the September 2025 spike in long-term bond yields to near thirty-year highs became global news stories, dramatic reminders of this asset class’s importance.
4 minutesRetirement
1 August 2025
How much do I need to retire? By the time we reach 55, many of us begin to prioritise pension planning, and this question often tops our minds. With inflation rates still see-sawing, and interest rates falling, the cost of a comfortable retirement may well keep rising. We explore the financial aspects of what a fulfilling retirement may require.
4 minutes