Investment market update: August 2026
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your investment portfolio throughout August 2026. When markets opened…
6 useful tips for avoiding headline-driven decisions ahead of the Budget
The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. The weeks leading up to…
The psychology behind favouring cash instead of investing
Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Managing risk is an important part of life. You…
5 common scams you need to be aware of
In last month’s article, you read about why it’s often more difficult than you expect to identify scams. With the amount of money lost to fraud rising, being aware of…
How to balance happiness and wellbeing
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial…
The benefits of financial pruning
his guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial…
Investment market update: July 2026
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Read on to find out how these factors and others may…
Explained: When Inheritance Tax could apply to gifts
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Indeed, according to Paragon Bank (31 July 2025), 1 in 5 savers…
2 upcoming ISA changes you should be aware of
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. You might have read in the news or heard that…