View All
75 articles

Investing

How to avoid inheritance tax traps

22 January 2026

Leaving a decent inheritance for your loved ones can be life changing. But navigating inheritance tax rules and estate planning is often tricky. Here are five inheritance tax traps to avoid, so you can leave more of your wealth to your family.

3 minutes

Investing, Retirement

Planning for retirement in uncertain times

20 January 2026

In an increasingly volatile world, what do market ups and downs mean for those investing for their retirement?

4 minutes

Investing

Is the UK stock market striking back?

13 January 2026

With the UK stock market ending 2025 on close to a record high - and entering 2026 on a similarly strong note - can UK investors look forward to a more positive outlook this year?

4 minutes

Investing

CIO Investment Insights: New Year jitters - getting comfortable with corrections

9 January 2026

The new year always begins with a burst of joy - family gatherings, festive meals, and the warmth of celebration. Then, almost inevitably, comes the lurgy.

5 minutes

Investing

Is the Chinese market an undervalued giant?

16 December 2025

With US mega caps hogging headlines, are investors ignoring the potential in the East?

4 minutes

Investing, News

Market outlook for 2026 – themes, opportunities, concerns

16 December 2025

2025 has been a classic rollercoaster year across markets. Shares have risen strongly, supported by AI-related optimism and prospects of further interest rate cuts. Yet we have also seen spikes in volatility, increased geopolitical tensions and lingering anxiety about inflationary pressures. Fixed income returns have been mixed but provided diversification benefits while supplying attractive income yield. So, what could lie ahead in 2026?

4 minutes

Investing

UK Autumn Budget: Sweeping up the Budget announcements

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 minutes

Investing

The power of having a tax plan in place

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 minutes

Investing

Mansion tax to hit homes worth £2 million or more

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 minutes

Investing

The Budget lowdown – the topline announcements

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 minutes

Investing

Does growth equal good returns?

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 minutes

Investing

Talk Money Week 2025 – It’s time to start the conversation about money

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 minutes
Load More