The Drumnor Model Portfolios (MPS) came out top in terms of performance in 2025 for three categories and were highly placed in the other sectors in a report published by Trustnet. Trustnet are a leading financial research website, and these results take into account around 1,500 different models. To read the Trustnet article which was…
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In an era when job changes are common, millions of people in the UK risk losing touch with their hard-earned retirement savings. New research highlights a concerning gap in financial awareness, with many individuals potentially missing out on a significant part of their future income because pension pots from previous jobs have been forgotten. The…
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An Individual Savings Account (ISA) is highly effective for anyone looking to save or invest money in a tax-efficient way. An ISA functions as a wrapper that shields your savings and investments from tax. Any interest, capital gains or dividends earned within an ISA are completely tax-free, enabling your money to grow more efficiently than…
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Our very own Chartered Financial Planner, Adam Rutter, appeared in the Financial Planning Today Magazine. To read the full article, click here (pages 16-17)
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Half of the UK’s working population believes they would feel more financially resilient if they had income protection insurance in place. Despite this, only about a quarter of workers currently hold a policy[1]. The findings emphasise a growing concern across the UK workforce: while many recognise the importance of safeguarding their income, few have taken…
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Starting a family is one of life’s most fulfilling experiences, but it’s also among the most costly. From baby essentials and daily expenses to long-term aims like university savings, the cost of raising a child in the UK continues to rise each year. According to the Child Poverty Action Group, the basic cost of raising…
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Death and money are two of life’s unavoidable realities, yet they remain subjects many of us hesitate to discuss. This reluctance often extends to inheritance, a topic filled with discomfort for many families. The consequence of this silence is significant, as an increasing number of estates are affected by Inheritance Tax (IHT), and disputes over…
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In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds, which are the amount you can pass on when you die before IHT is due, will remain unchanged until 2030. However, from 6 April 2027, pensions will no longer be exempt from IHT, which will alter how estates are valued…
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As someone who proudly represents Thorntons Wealth and also founded Trilogy CC, I’m delighted to share that Thorntons Wealth will be one of our official sponsors for the 2025/26 season. This partnership marks an exciting step forward, not just for me personally, but for the growing community of riders who make Trilogy CC such a…
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Global events continue to make headlines and spark debate among investors. From intense political exchanges in the US to displays of European unity overcoming post-Brexit tensions, and the latest tariffs introduced by the US, there is no shortage of geopolitical drama. Furthermore, the ongoing Russia-Ukraine conflict and the escalating Israel-Palestine tensions have further increased global…
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