Why life expectancy matters when planning your retirement
When you’re looking forward to retirement, working out your life expectancy may not be something that’s on your mind. Instead, you’re likely to be planning how you’ll spend your time now you’ve reached the milestone. But life expectancy is an important part of retirement planning. Life expectancy is rising. And while pension age has increased
Inheritance Tax and gifting guide
If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan. The
Guide to ESG investing
Taking ESG (environmental, social and governance) factors into consideration is a growing trend among investors. But what does it mean and why would you look at these areas when making investment decisions? Our latest guide explains the basics of ESG investing. According to the Investment Association, 26% of all UK assets use ESG factors in
Revealed: The value of financial advice
Financial advice can add real value to your life. Our guide looks at the ways financial advice can help you reach your goals and improve wellbeing. From improved financial security as assets grow to confidence in your long-term plans, financial advice can deliver numerous advantages. Research shows that financial advice benefits those that take it.
Investment market update: August 2020
Once again, Covid-19 and lockdown issues continued to influence the market. But signs of a recovery are beginning to emerge, however, risk remains, and investors should expect uncertainty over the coming months. Chief economic adviser to Allianz, Mohamed El-Erian has warned the world’s largest economies are risking repeating the mistakes of the 2008 financial crisis.
