Investing, Retirement
Planning for retirement in volatile times
20 January 2026
In an increasingly volatile world, what do market ups and downs mean for those investing for their retirement?
4 minutesView All
145 articles
Investing
Real Life Advice Report 2025: Chapter 4 – Cost of living pressures hit people’s financial plans
14 January 2026
Widespread economic pressures and general uncertainty are causing growing numbers of people to put off their financial plans and ambitions. This is according to our Real Life Advice Report 2025 carried out by Opinium . It surveyed 8,000 people to find out how their attitudes to money, financial advice and the future had changed over time.
Investing
Is the UK stock market striking back?
13 January 2026
With the UK stock market ending 2025 on close to a record high - and entering 2026 on a similarly strong note - can UK investors look forward to a more positive outlook this year?
4 minutesBusiness, Investing
How business owners should approach 2026
9 January 2026
Martin Brown, CEO of business growth advisory firm Elephants Child, shares his tips for business owners to successfully navigate 2026, especially those considering when and how they will exit their business.
4 minutesInvesting
Your tax checklist for the year ahead
8 January 2026
Changes to tax regulations can have a domino effect on your finances, including your tax bill. As we enter 2026, it’s time to triple check that you’re aware of how any changes may affect you. This tax checklist gives you top tax tips for the year ahead.
3 minutesInvesting
CIO Investment Insights: New year nerves: getting comfortable with corrections
7 January 2026
Welcome to the latest issue of Justin Onuekwusi, our CIO, quarterly insights.
7 minutesBusiness, Investing
Is an Employee Ownership Trust still a good exit option for business owners?
17 December 2025
In the Autumn Budget, the government announced a major change to the tax relief for business owners selling to an Employee Ownership Trust (EOT). This came into immediate effect and for anyone in the process of selling to an EOT it was not a welcome announcement. We look at what’s changed and considers whether EOTs are still a good option for exiting your business.
3 minutesInvesting
Making your pension and ISA allowances work for you
16 December 2025
Thanks to a combination of frozen tax thresholds, above average inflation and higher interest rates and changes announced in the recent Budget, many people may face higher tax bills this year. Here, we look at how you can use your pension and ISA allowances to make a big difference at tax year end.
4 minutesInvesting
2026 Market Outlook – themes, opportunities, concerns
16 December 2025
2025 has been a classic rollercoaster year across markets. Shares have risen strongly, supported by AI-related optimism and prospects of further interest rate cuts. Yet we have also seen spikes in volatility, increased geopolitical tensions and lingering anxiety about inflationary pressures. Fixed income returns have been mixed but provided diversification benefits while supplying attractive income yield. So, what could lie ahead in 2026?
4 minutesInvesting
The Chinese market: an undervalued giant?
12 December 2025
With US mega caps hogging headlines, are investors ignoring the potential in the East?
4 minutesInvesting
How you can beat the 60% tax trap
9 December 2025
Believe it or not, there can be a downside to having income of £100,000 or more – an effective 60% tax bill. As an increasing number of people get caught in the 60% tax trap, we outline some simple steps to help you avoid it.
4 minutesInvesting
The power of having a tax plan in place
5 December 2025
With Tax year-end fast approaching, we look at how a thoughtful plan can unlock significant financial benefits. We explain how making a tax plan can boost your income, preserve your wealth and prepare for the future.
4 minutes