Investment market update: October 2023

Business man looking at charts on a tablet.

Investment market update: October 2023 As inflation remains stubborn, and interest rates may have to remain higher for longer, recessionary concerns have grown around the world. Read on to discover some of the factors that may have affected your investment portfolio in October 2023.  When reviewing short-term market movements, remember to focus on your long-term […]

10 festive markets to visit in Europe this year

Two women looking at a Christmas market stall.

10 festive markets to visit in Europe this year It’s not too late to book a last-minute Christmas getaway. These fantastic destinations all boast traditional festive markets that are perfect for getting into the Christmas spirit, enjoying a mulled wine, or picking up some gifts. 1. Tallinn, Estonia Dates: 1 December 2023 to 7 January […]

How to help your family manage your affairs when you pass away

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How to help your family manage your affairs when you pass away Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones.  Research suggests administering an estate after a loved one has passed away can affect mental health and finances. Read on to learn more about […]

5 valuable reasons planning with your partner could cut your tax bill

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5 valuable reasons planning with your partner could cut your tax bill Households are paying more in taxes, research suggests. At a time when high inflation may be affecting your outgoings, finding ways to reduce your tax bill could be valuable. If you’re married or in a civil partnership, planning with your partner could help […]

Don’t overlook trusts, they could be a useful way to pass on wealth

Grandparents sitting on a jetty with their grandchildren.

Don’t overlook trusts, they could be a useful way to pass on wealth Trusts may be a useful way to pass on wealth, but research suggests it’s an option some people are dismissing.  You can place a variety of assets in a trust, from investment to property, for the benefit of another person, known as […]

4 annuity myths that could mean you’re missing out on security in retirement

A man reading a newspaper.

4 annuity myths that could mean you’re missing out on security in retirement Annuities could provide you with income security in retirement. Despite this being a common goal among many thinking about their future, misconceptions may mean retirees are overlooking annuities.  According to a Standard Life study, almost half of over-50s who are aware of […]

10 magical life and money lessons you can learn from Disney

10 magical life and money lessons you can learn from Disney The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to become one of the […]

Investment market update: July 2023

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Investment market update: July 2023 Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023.  Despite some data suggesting there could be a downturn in some areas, the International Monetary Fund (IMF) has lifted its global growth forecast […]

What could the UK learn from the happiest countries in the world?

A mother giving her daughter a piggyback, and laughing together.

What could the UK learn from the happiest countries in the world? The World Happiness Report has named Finland the happiest nation in the world in 2023 – it’s the sixth consecutive year the country has won the title. Read on to find out what the UK could learn from some of the happiest countries.  […]