Category Archives: Savings & Investments

Taking sensible tax steps

As we get settled into the 2024/25 tax year, it’s the perfect time to reassess [...]

Elections and investments – prepping for a pivotal year

Did you know that 64 countries are due to hold elections this year (including India, [...]

Milestone moments denied

Many savers are now choosing to deny themselves milestone moments, such as major holidays, big [...]

Living the (retirement) dream

The ultimate retirement dream is actually very simple according to research1. Most respondents to a [...]

Who wants to be an (ISA) millionaire?

HMRC data shows that the number of ISA millionaires – people who have built up [...]

Don’t lose sleep in 2024

If financial concerns are causing you sleepless nights, you’re not alone. According to research1, nearly [...]

‘110 Measures’ – the Chancellor’s Prime Focus 

Contrary to speculation, the Chancellor announced no reforms to Inheritance Tax (IHT) or ISA allowances, [...]

Fire – financial independence, retire early 

Many of us dream about an early retirement, spending time doing things we enjoy. Financial [...]

Is it time to remortgage?

Remortgaging means changing your existing mortgage to a new deal, either with a new lender [...]

Savers face tax punishment

Recent figures from HM Revenue & Customs (HMRC) make interesting reading for savers who have [...]