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Investment market update: December 2024
Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may have influenced your investment…
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5 useful allowances and exemptions that will reset at the end of the tax year
Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current…
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Research: Financial stability could be the key to retirement happiness
While the saying might be “money can’t buy happiness”, research suggests that financial stability certainly plays a role in your overall wellbeing. In retirement, when…
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The compelling benefits of building a tailored financial plan
While you might have similar goals or circumstances to other people, a financial plan isn’t a one-size-fits-all solution. Instead, a tailored financial plan that considers…
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Why building emotional resilience could improve your finances
Emotions can affect how you feel about different scenarios and your response to them, including when you’re making financial decisions. Improving your emotional resilience could…
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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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