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Author:
Ellie Dickens
What Is the Aim of Retirement Planning? Defining Your Financial Independence
December 5, 2025
What is the aim of retirement planning, really? For most of us, it’s not just about building a pot of…
Market Commentary – November 2025
December 2, 2025
In this Market Commentary, we review the UK's latest economic outlook, including a downgrade to growth forecasts, a slight contraction…
Autumn Budget 2025 Overview
November 28, 2025
Chancellor Rachel Reeves recently unveiled her Autumn Budget. To read an overview of the key points that were announced, click…
Market Commentary – October 2025
November 5, 2025
In this month's Market Commentary, we explore the UK's return to modest growth, with GDP rising by 0.1% in August…
Estate and Inheritance Tax Planning: Protecting Your Legacy
November 5, 2025
You’ve worked hard your whole life to build up your wealth, and you deserve to keep as much of that…
Setting the Right Interest Rate for Retirement Calculations
October 15, 2025
What interest rate should you use when planning for retirement? It’s certainly not the flashiest of questions, nor is it…
Market Commentary – September 2025
October 3, 2025
In this Market Commentary, we examine inflation remaining at an 18-month high, the Bank of England's decision to hold interest…
Retirement Planning and Its Impact on Personal Taxes
September 23, 2025
Retirement is supposed to be all 10am lie-ins and long (long) lunches, not wrestling with tax codes. But unless you…
Tax-Efficient Investment Strategies for Individuals
September 16, 2025
Let’s face it. Paying tax on your investments is never the fun part - a bit like watching your ice…
Market Commentary – August 2025
September 2, 2025
This month's Market Commentary highlights the UK’s growth figures from the second quarter, along with the Bank of England's narrow…
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