Author: Daniel_Walton

What does the multiverse theory have to do with cashflow modelling? Find out here

Financial planning doesn’t have a lot in common with science fiction. Yet, cashflow modelling could allow you to explore the lives you could lead if you made different decisions. So, it has more in common with the multiverse theory than you might initially think. The multiverse...

04 May, 2023 / 0 Comments

Why it could pay to use your 2023/24 tax year allowances right now

The new tax year has only just started. Yet, making the most of your allowances now, rather than waiting until March 2024, could make sense. Read on to find out why. When a new tax year starts on 6 April, many allowances reset, such as the: ISA...

04 May, 2023 / 0 Comments

51% of adults don’t have a will. Here’s why it should be a priority task

The benefits of having a will in place are well-documented, although if you don’t have a will, or haven’t updated it in some time, you’re not alone. A recent survey from MoneyAge has found that 51% of adults in the UK currently don’t have a...

04 May, 2023 / 0 Comments

Investment market update: December 2022

2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how it affected investment markets. Looking ahead, uncertainty is likely to be something investors will need to negotiate in 2023 too. As economies...

16 January, 2023 / 0 Comments

5 fantastic reasons to work with a mortgage broker

While you can take out a mortgage without the support of a mortgage broker, their help can be invaluable. Whether you’re a first-time buyer, moving home or remortgaging, a broker can help you understand all your options and could help you save money. Here are five...

16 January, 2023 / 0 Comments

Here’s what happened in the property market in 2022 and how it’ll affect this year

The economic challenges of 2022 affected the property market, from rising interest rates to reluctant buyers causing demand to fall. Here’s what happened in the property market last year, and how it could affect you in 2023. Interest rates soared and pushed up mortgage repayments If you...

16 January, 2023 / 0 Comments

5 surprising financial planning lessons you can learn from the release of Avatar 2

A blockbuster film might seem like an unlikely source for financial planning lessons. Yet, there are some surprising things you can learn from director James Cameron’s approach to the Avatar sequel, Avatar: The Way of Water. The first Avatar film hit screens back in 2009. It...

16 January, 2023 / 0 Comments

Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends

When a new tax year starts, your pension Annual Allowance resets. Maximising your allowance could help you reach retirement goals and it can be a tax-efficient way to invest for the long term. The Annual Allowance limits how much can be added to your pension each...

16 January, 2023 / 0 Comments

Estate planning: What is it and why does it matter

Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and ensure your wishes are followed.   While it...

16 January, 2023 / 0 Comments

Investment market update: September 2022

High levels of inflation and economic uncertainty continue to plague the investment markets. Investment portfolios are likely experiencing volatility – read on to find out what has been influencing markets. Despite the doom and gloom statistics, financial services firm JP Morgan suggests that a global recession...

12 October, 2022 / 0 Comments