Investment market update: May 2022

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Investment markets in May experienced volatility amid concerns that economies could fall into a recession as inflation pressure remains high. While it is completely natural to be worried about the volatility investments have experienced in recent times, it is important to consider this in the long-term context. Over the long term, a well-diversified investment strategy […]

8 key tax allowances have shrunk by 6% in the last decade

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Key tax allowances like the Personal Allowance and Capital Gains Tax (CGT) annual exempt amount can help your money go further. As research shows that overall tax allowances have been cut, it’s more important than ever to understand what allowances make sense for you, and how they can complement your financial plan. According to calculations […]

Explained: The social care cap and what it means for you

A care worker serving an older man dinner.

Next year, Boris Johnson’s social care cap will be introduced. So, what is it and what does it mean for you? The social care cap limits how much an individual will pay for care during their lifetime. It will start in October 2023. The cap is £86,000, but it may not be as generous as […]