Author: Daniel_Walton

Investment market update: June 2025

Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising tensions in the Middle East may have affected the performance of your investments. Read on to find out more. Remember, it’s often wise to take a long-term view...

14 July, 2025 / 0 Comments

 5 valuable reasons to consult a solicitor when writing your will

Writing your will should give you confidence that your assets will be distributed in line with your wishes when you pass away. Yet, for an increasing number of people, this might not be the case as they overlook the value of working with a professional. You...

14 July, 2025 / 0 Comments

5 surprising and unconventional economic indicators

How do you judge whether an economy is sliding into a recession? Some unconventional theories suggest looking at the hemline of skirts or sales of ties could provide valuable insights due to patterns in consumer behaviour. According to finance corporation JP Morgan, as of the end...

14 July, 2025 / 0 Comments

The age you can access your pension may rise. Could it affect your retirement?

In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will rise from 55 to 57. So, if you hope to retire at 55, you might need to update your retirement plan. Even if your planned retirement...

14 July, 2025 / 0 Comments

How to prepare your loved ones for the “great wealth transfer”

Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to September 2024 data...

14 July, 2025 / 0 Comments

Planning for care: The costs you might need to make part of your financial plan

Facing challenges later in life that might mean you need to rely on care can be difficult to think about. Yet, planning for care may be an important part of your overall financial plan and provide security should you need support in the future. Read on...

14 July, 2025 / 0 Comments

4 reasons to remain calm amid market volatility and uncertainty

Geopolitical tensions have led to a bumpy start to 2025 for investors. If you’re worried about volatility and what it might mean for your long-term finances, there are reasons to remain calm despite the uncertainty. The ongoing war in Ukraine has resulted in some anxiety in...

04 April, 2025 / 0 Comments

Why you should make registering a Lasting Power of Attorney a priority

Data released by Scotland’s largest health board has highlighted the potential challenges families could face if a loved one doesn’t have a Power of Attorney in place. According to a BBC report, in NHS Greater Glasgow and Clyde, a third of patients who are delayed getting...

04 April, 2025 / 0 Comments

Why an effective financial plan might involve spending more

When people think about financial wellbeing, they often link it to frugality or building wealth. Yet, an effective financial plan isn’t always about that, sometimes, it might make sense to spend more. It can be difficult to get your head around. After all, as a child...

04 April, 2025 / 0 Comments

How past efforts and losses might affect your decisions today

Have you ever made a decision to continue with a course of action based on what you’ve already put into it? This bias, known as “sunk cost fallacy”, might mean you don’t make rational decisions and stick to a path that’s no longer right for...

04 April, 2025 / 0 Comments