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January Market Commentary

A fresh year is upon us, and with it comes a renewed focus on what lies ahead for personal finances and investments. The global economy in 2025 promises…

The Year Ahead for Personal Finances

A New Year has a funny way of making us take stock, doesn’t it? Even though nothing magically resets on 1 January, it’s a great time to pause…

What the NI Contributions Deadline Might Mean for Your Pension?

There’s a key deadline approaching that could affect how much State Pension you’ll receive when you retire, and it’s one you can’t afford to ignore. Let’s take a…

Don’t Miss Out: Key Deadlines for Your ISA and SIPP Contributions

The UK tax year-end is creeping closer – 5 April 2025, to be exact. If that date feels like it’s far away, don’t let it fool you. These…

Is Giving Money Away an IHT Planning Option?

Inheritance Tax (IHT) has been a hot topic recently, with Labour’s new policy suggesting that more estates could face this tax in the future. If you’re keen to…

December Market Commentary

The final month of the year brings fresh challenges and opportunities in global markets, as political shifts, economic data, and policy decisions shape the financial landscape. With the…