It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’, which can add to your anxiety about how your investments are doing and uncertainty as to whether your investment strategy is on the right course. It’s

If you received a large windfall suddenly or unexpectedly, you’d likely expect to feel happy and excited for the opportunities it presents. Whether you’re a successful entrepreneur, perhaps selling your business or inheriting, sudden wealth

According to Bloomberg Intelligence*, ESG (Environmental, Social and Governance) assets are forecast to exceed £36.5trn ($50trn) – over a third of projected global assets – by 2025. The analysis comes as environmental, social and governance

In late July, HM Revenue & Customs (HMRC) published its annual statistics on Inheritance Tax (IHT). These revealed that IHT payments received by HMRC in the 2020-21 tax year totalled £5.4bn, up about £0.2bn (almost 4%) on 2019–20, when

Although the strength and speed of the global recovery over the first half of this year exceeded most expectations, the economic outlook inevitably remains uncertain. However, while future growth prospects are likely to stay closely linked

This week is Financial Planning Week, an initiative set up by the Chartered Institute for Securities & Investment (CISI) to raise awareness of the importance of financial planning and to help people nationwide organise their finances to

"I am working with a client who is looking to sell their home and move into rented retirement accommodation. They need their two residential nil rate bands (RNRBs) to reduce the value of their estate so that they do not have an inheritance