Monthly Archives: March 2025

Dreaming of achieving the lifestyle you want in retirement?

How to maintain your quality of life and pursue the activities and experiences you value most

Planning for retirement is one of the most important financial steps you’ll take in your lifetime. With advances in healthcare and lifestyle, we are living longer, which brings new opportunities and challenges as we enjoy extended retirement periods.

Long-term later-life care costs

Understanding the options that could alleviate this burden and help you feel more in control

Planning for later-life care is a sensitive and profoundly personal matter that many individuals prefer to avoid. However, life’s unpredictability means these situations can arise unexpectedly, necessitating swift and thoughtful decision-making. Without preparation, the emotional and financial pressure can feel overwhelming. Taking the time to consider options in advance could alleviate this burden and help you feel more in control.

Markets respond unpredictably to rapidly evolving events

Understanding the impact of rising interest rates on investment trusts

In recent years, a series of global events has left an indelible mark on economies and reshaped investment markets. These developments, from geopolitical tensions to regional conflicts, have had profound and far-reaching economic implications. For investors, navigating these turbulent waters has become increasingly challenging as markets respond unpredictably to swiftly evolving events.

Maximising your money

Navigating life’s twists and turns without jeopardising your financial stability

Life is full of surprises, and not all come with a price tag that you can easily manage. Whether it’s an unexpected car repair or a sudden home emergency, having a readily accessible financial safety net can make a significant difference. This is where an emergency fund becomes invaluable, providing you with the peace of mind to navigate life’s twists and turns without jeopardising your financial stability.

Avoiding financial pitfalls

Recognising common mistakes can help protect your wealth

Investing is essential for those looking to grow their wealth over time. Cash alone seldom keeps pace with inflation, as the interest it generates is usually too low to preserve its purchasing power. For beginners or those adopting a DIY approach to investing, recognising common mistakes can help protect them from potential financial pitfalls.