Media & Insight
SJP and the unintended consequences of well-meaning regulation
Interview with FT Adviser, including profile and discussion around approach to ESG investing
Philosophy has long explored fundamental questions about the human condition and our quest for meaning. Unsurprisingly, these enquiries have occasionally veered into the realm of personal finance.
When we think of great literary figures, we often imagine them as artists, poets, or academics. However, many celebrated authors actually started their careers in finance.
Are you taking too little investment risk? It could mean that your portfolio isn’t delivering the returns it could be.
No one can predict the future. But during times of economic/political uncertainty, it is important to remember why you invested in the first place, control your emotions, and understand that diversification and remaining invested can help to improve your chances of making a positive return.
The number of people exceeding the pension lifetime allowance is on the rise. It could mean you face an unexpected tax bill when you access your pension. Find out more here >
If you’re retired, understanding how inflation will affect your income now and in the future is important. Find out what steps you can take to improve your long-term financial security here.
“With inflation rising - are my savings working hard enough for me?”
Understanding the common retirement pitfalls can help you take steps now to create a secure retirement.
Pension tax relief has been boosting #retirement savings for 100 years, but millions of high earners still aren’t claiming their full entitlement
When you’re investing, it’s important that you understand what’s realistic, in order to create an accurate plan and to spot potential scams.
House prices have soared and could mean that you’re nearing the Inheritance Tax threshold. Taking a proactive approach can help you reduce a potential bill.
Is bigger really better when it comes to financial advice companies?
Cashflow modelling can help you understand the long-term impact of your financial decisions and how to prepare for things outside of your control. Read on to find out more.
Investors have experienced two “once in a lifetime” events in just 12 years. According to the Office for Budget Responsibility they could become more common. Find out more here >
With inflation on the rise, savers are now in effect receiving a negative real rate of interest. Meaning that the value of their cash savings is set to reduce in value over time.
Business ownership can be fraught with all kinds of mistakes. Here are the five most common financial mistakes I encounter when advising entrepreneurs.
If you’re thinking about using Premium Bonds, it’s important to understand how they work. Recent changes mean they aren’t as attractive as they once were, with fewer prizes now given out each month.
Ethical investing has become increasingly popular over the last few years, as investors have tried to align their investment strategies with their personal views.
Following the Chancellor’s decision to freeze the pension lifetime Allowance (LTA) until 2026, many will be wondering whether they will now be caught by this ‘stealth tax’ and if/how they can avoid the LTA Charge.
Thousands of workers are accessing their pension before they retire. They may end up with a nasty surprise from the taxman.
Given the national obsession with property, it is perhaps unsurprising that one of the most common questions I’m asked is whether property or pension is the best choice when it comes to your retirement pot. Here are my thoughts…
Following one of biggest economic upheavals in modern history, who are the winners and losers of the 2021 Budget?