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Investment market update: November 2024
On 5 November 2024, US citizens voted for their next president, and the election had a knock-on effect on investment markets and business prospects around…
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8 practical tips for setting new year resolutions you’ll stick to
Have you made any new year resolutions yet? While many people start the new year with a goal in mind, not everyone sticks to their…
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Research: The perils of chasing stock market “winners”
Following the stocks and shares that have experienced impressive returns can seem like fun and a way to make the most out of your investments.
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4 positive mindset changes that could boost your finances
There are lots of factors that could affect your relationship with money. While habits and influences can be hard to break, that doesn’t mean you…
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3 simple questions that may help you update your life goals for 2025
As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some…
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Investment market update: October 2024
While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest…
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Are your loved ones relying on an inheritance to reach life goals?
Research suggests that a worrying number of families are putting off major life decisions until they receive an expected inheritance. It could place their long-term…
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4 valuable ways lifetime cashflow forecasting could give you financial confidence
Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information…
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Why your financial plan could benefit more than you by creating a legacy
You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just…
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10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick…
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2 key Budget announcements that may affect your financial plan
Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT)…
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Investment market update: September 2024
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to…
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