Investment market update: July 2025

Investment market update: July 2025 The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Read on to find out what else may have affected your investments recently. While it might seem like 2025 has […]
Does your income make you a “Henry”? Here are some ways it could affect tax considerations

Does your income make you a “Henry”? Here are some ways it could affect tax considerations High earners striving to build wealth, dubbed “Henrys” (high earner, not rich yet), may find their tax position changes drastically as their income grows. Being aware of your tax liability now and in the future could allow you to […]
The decumulation dilemmas you might need to overcome when you retire

The decumulation dilemmas you might need to overcome when you retire One of the retirement challenges many people face is how to handle wealth decumulation. During your working life, you’re typically working to increase your wealth, and this usually shifts as you enter retirement. So, if you’re retired or are nearing the milestone, read on […]
The power of visualising your wealth: From cloth to cashflow modelling

The power of visualising your wealth: From cloth to cashflow modelling Understanding where your wealth is coming from and how you’re using it could help you make more informed decisions. However, as so many assets are intangible, having a clear picture of your wealth can be difficult. Finding ways to visualise all your assets is […]
How to remain calm amid Autumn Budget speculation

How to remain calm amid Autumn Budget speculation The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But there are other factors outside of your control that might lead to emotional decision-making, including uncertainty about the upcoming Autumn Budget. Chancellor Rachel Reeves is expected to deliver an Autumn […]
The psychological influences that could affect your relationship with money

The psychological influences that could affect your relationship with money Your relationship with money is related to far more than how much cash you have. In fact, psychological influences could be having more effect on your decisions and how you feel about wealth than you think. Speaking to the Guardian in July 2025, financial psychotherapist […]
5 Nordic lifestyle trends that could improve your wellbeing

5 Nordic lifestyle trends that could improve your wellbeing In recent years, there always seems to be a new popular lifestyle concept from Nordic countries. Yet, far from being a fad that has little effect on your wellbeing, embracing some of them could actually make you happier. The Nordic countries are the perfect nations to […]
What does “diversified” mean when you’re investing?

What does “diversified” mean when you’re investing? Investing can seem like it’s filled with jargon that’s difficult to get your head around. “Diversification” is one such common term you may have come across. Read on to find out what it means and why it’s important for your investment portfolio. In simple terms, diversification means spreading […]
5 shrewd ways to avoid paying tax on your savings

5 shrewd ways to avoid paying tax on your savings 24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in February 2025. However, they could be in for an unexpected shock, as the interest earned on savings might be liable for Income Tax. The good news is, […]
Key financial planning challenges couples face and how we could solve them

Key financial planning challenges couples face and how we could solve them Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and goals. At times, you might have conflicting ideas about what is “right” and it can be a difficult situation to navigate. Working with […]