Monthly Archives: November 2024
The New Normal – Protecting and Growing Your Wealth in Turbulent Times
Interest rates and inflation look set to remain high in 2025, which is why you need a robust wealth management strategy. With more unique challenges than ever, it’s important to understand how to navigate “The New Normal” with your wealth, and the strategies you can implement to reach your goals. This guide will help you […]
Posted in Financial Planning
How Low Can You Go – Mortgage Rate Predictions for The Next Five Years
Interest rates have been decreasing in the second half of 2024 which is great news for buyers. In this article, we’ll explore what the next five years hold for mortgage rates, examining how they might behave and what this means buyers, investors, and sellers. 2025 housing market predictions The UK has seen a steady […]
Posted in Investments, Mortgage
What Does Another Trump Presidency Mean For Your Investments?
Unless you’ve been living under a rock, you’ll know that the American public recently voted Donald Trump as president. Again. This has huge ramifications for the U.S. and the rest of the world, and this article will explain what it might mean for the investment market and your cash. The stock market reacts to […]
Posted in Investments
The Budget, Inheritance Tax, and Your Pension
The biggest pension bombshell of the Budget came in the form of an IHT (inheritance tax) announcement. It states that as of April 6th, 2027, inherited pension funds will be liable to IHT, so some savers will have to rethink their retirement planning. In this article, we’ll explore the changes and explain who will be […]
Posted in Financial Planning, IHT Planning, Pensions, Retirement Planning