News and Views


Keeping you up to date with what matters.

8 Nov 2022
Don’t abandon pension contributions as prices rise

Don’t abandon pension contributions as prices rise

As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate. The impact of any breaks in pension contributions could mean savers miss out on thousands of…

Continue Reading
31 Oct 2022
When should I stop working?

When should I stop working?

Do you have enough income to retire? Are you prepared for the life changes retirement will bring? Is this the right time to sell your business? Is your timing right or will your savings and investments be at risk from volatile market conditions? The best time to retire will depend on a variety of factors,…

Continue Reading
17 Oct 2022
Ten tips for first time investors

Ten tips for first time investors

Investing can help you grow your money faster than simply saving, but it can also be a little daunting knowing where to begin. You may think the volatile global stock markets may not be the ideal starting point for new investors, but it’s always a good time to begin investing. The power of compounding returns…

Continue Reading
29 Sep 2022
Time to be patient

Time to be patient

‘The stock market is designed to transfer money from the active to the patient’ – Warren Buffett   If you read nothing else in this communication please read the next couple of paragraphs and look at the first graph below. The intention of this communication is not to provide market commentary, it is simply to…

Continue Reading
29 Sep 2022
Putting life on hold

Putting life on hold

Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making every effort to cut back, but it has a knock-on effect on their lifelong goals such…

Continue Reading
26 Sep 2022
UK Government Fiscal Statement 2022

UK Government Fiscal Statement 2022

Kwasi Kwarteng’s first set piece as Chancellor of the Exchequer was never going to be easy, even before the 0.5% increase in interest rates the day before.  The new Prime Minister Liz Truss revealed much of what we might expect before Mr Kwarteng spoke a word, so we already knew that there would be: a…

Continue Reading
20 Sep 2022
Inheritance Tax receipts reach £6.1bn

Inheritance Tax receipts reach £6.1bn

We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to have confidence that your children, grandchildren and those you hold dearest will be taken care of long into the future….

Continue Reading
30 Aug 2022
Wealth vs Health

Wealth vs Health

When you are off work due to an illness or injury, worries about how you are going to pay your bills can make an already stressful situation worse. So much so that many people are finding themselves in the very difficult position of having to put the need to earn money over their health by…

Continue Reading
22 Aug 2022
How to improve your financial health

How to improve your financial health

The cost of living crisis is putting immense pressure on many households across the country. In order to make ends meet, some people are cutting back on their spending and looking for ways to save money. One of the best ways to save money is to set goals. Setting financial goals can help you stay…

Continue Reading

AJ Bell:

Account Login