Category: News

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

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Your complete guide to mortgages

At some point in our lives, most of us will need to take out a mortgage if we aspire to own a home. Yet, mortgages and the process of securing one can still be filled with jargon and other complexities. Our guide aims to provide you with all the information you need when searching for

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Investment market update: October 2020

In October, there were signs of economic recovery from the impact of Covid-19. However, over the month, many countries have reimposed restrictions and, in some cases, full lockdown, to stem the spread of the virus. As a result, it’s expected that volatility and uncertainty will continue into winter. The International Monetary Fund’s (IMF) Managing Director

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Why financial lessons are important for children and teens

Financial education in childhood is crucial. Attitudes and habits formed in our tentative years can have an impact in adulthood. Passing on your financial knowledge and the lessons you’ve learnt to children and grandchildren can lead to them being more financially savvy and secure in the future. Financial education is taught in schools, but it’s

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