Investment choices

Investment choices

Investment choices Behavioural patterns shaping our way of investing, for better or worse When it comes to money and investing, we’re not always as rational as we may think. Every human being is driven by emotions – more than we would like to admit. Emotions are the...
Extending the scope of the trust register

Extending the scope of the trust register

Extending the scope of the trust register Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they...
Unlocking cash from the value of your home

Unlocking cash from the value of your home

Unlocking cash from the value of your home Homeowners release a record-breaking £4.4bn in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and...
How confident are you about your retirement?

How confident are you about your retirement?

How confident are you about your retirement? Hopes, fears and aspirations of people approaching and in retirement People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about...
Inheritance Tax

Inheritance Tax

Inheritance Tax What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning early. You may want to keep an...