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bart

Budgeting & Financial habits

Inflation matters

Guarding against rising inflation eating away at your investments Understanding inflation is an important factor when it comes to investing and your financial success. If you don’t factor inflation in when deciding where to put your money – whether that’s savings accounts or investing – you could find your wealth shrinks over the years. As the post-pandemic recovery takes hold,…
bart
September 7, 2021
Savings & Investments

No Such Thing as a ‘No-Risk’ Investment

Knowing how much risk you are comfortable taking is key. All investments carry some degree of risk. When you invest, you make choices about what to do with your financial assets. Risk is any uncertainty with respect to your investments that has the potential to negatively affect your financial welfare.   If you understand the risks associated with investing and…
bart
August 23, 2021
FamilySavings & Investments

Creating Wealth for Children

Investing isn’t just a luxury reserved for adults. Saving for a child today is a wonderful gift for their future. Whether you want to help them buy their first car, contribute to their first home or even set them up for a comfortable retirement, there is little more fulfilling than providing financial security for your children or grandchildren.   It’s…
bart
August 16, 2021
Family

How to Future-proof Your Finances as a Parent

A momentous event that can change every aspect of your financial stability. The coronavirus (COVID-19) pandemic has had a shattering effect on the country. Future-proofing your finances can help you feel more secure about what lies ahead – whether that’s preparing for big life milestones, such as starting a family, or navigating difficult periods, such as unemployment or poor health.…
bart
August 9, 2021
Estate & Tax

Protecting family wealth

Start planning your legacy to mitigate or reduce Inheritance Tax. If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with less than expected after the Inheritance Tax bill is paid.…
bart
August 2, 2021
Savings & Investments

Evolution of ESG Investing

Changing face of consumer ethics and behaviours. The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report. And while the trend is common across the generations, it’s Millennials who are leading the charge.   The report, which looks at intergenerational planning and…
bart
July 26, 2021
Budgeting & Financial habitsFamily

COVID-19 Fallout

24% of the UK population feel financially worse off than before the pandemic. During the past year and a half we’ve experienced a stock market collapse, soaring unemployment, millions deferring their mortgage payments – and paradoxically, a booming housing market, plus bulging savings accounts.   Analysis by the Bank of England has identified 28% of households have seen incomes fall…
bart
July 19, 2021
Estate & TaxLater LifeProperty

Reappraisal of Urban Living

3 million people in the UK aged over 50 are considering relocating. The coronavirus (COVID-19) pandemic has lead to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space.   3 million people aged over 50 (12%) now plan to relocate in retirement, as a direct result of the pandemic. A year of lockdowns…
bart
July 12, 2021
Budgeting & Financial habits

Advice Matters

Intergenerational planning and wealth transfer between advised families. Following the coronavirus (COVID-19) pandemic outbreak, UK adults admit they need financial advice for their current situation. A report, which looked at intergenerational planning and wealth transfer between advised families amid the financial volatility and insecurity of the pandemic, found that more than half (53%) of UK adults surveyed say they have…
bart
July 5, 2021
Later LifePensions & Retirement

It’s not what you earn, it’s what you keep…

The potential impact to your expected retirement income over time. When you’re planning your retirement income, there are multiple factors to consider: how much you can expect from the State Pension, the value of the pensions you have accumulated in your working life, your projected outgoings, and your potential later life expenses.   One more factor not to overlook is…
bart
July 2, 2021

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