Insights

No plans to downsize for the majority of over 55s

3rd July, 2024

Only one in seven non-retired homeowners over 55 plan to downsize after they stop working,…

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AI & scams

25th June, 2024

Although there is much excitement surrounding the advent and development of artificial intelligence (AI), there…

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Focusing on self-actualisation in retirement

25th June, 2024

 To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking…

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Economic Review – May 2024

18th June, 2024

UK growth rate at two-year high  Last month’s release of first-quarter gross domestic product (GDP)…

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Making sure you have got your mortgage covered?

18th June, 2024

Taking out life insurance may not be a legal requirement if you have a mortgage,…

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Wealth transfer gains momentum

18th June, 2024

Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably…

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Buy-to-let landlords expanding portfolios?

11th June, 2024

New research1 indicates that more than half (52%) of buy-to-let (BTL) landlords have been actively…

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Record levels of IHT receipts

11th June, 2024

Figures released by HM Revenue & Customs (HMRC) show that IHT receipts have hit record…

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Get planning children’s financial futures

5th June, 2024

We all want a good start in life for the children in our family. After…

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Residential Property Review of May 2024

4th June, 2024

Housing market latest   The property market continues to find its feet after a difficult 2023,…

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