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Tax allowances: Use them or lose them
Last Updated: July 22, 2025
Make sure you're not paying more tax than necessary by taking advantage of all your annual allowances. See below for a checklist of what you need to know.
How much will you need for a financially secure retirement?
Last Updated: July 22, 2025
It's never too early or late to plan for your golden years by setting some goals to make the most of your savings and investments.
Finance function for the future
Last Updated: July 22, 2025
The pandemic has transformed many areas of charity operations. However, it does not appear to have significantly affected charity finance management.
Financial planning for later life care
Last Updated: July 24, 2025
Later life care is something you can prepare for financially sooner rather than later. We look at the key areas to be aware of and how a financial planner can help.
Review of the week: Tax cuts or a conservative Budget?
Last Updated: July 22, 2025
The Chancellor hopes to narrow Labour’s yawning lead in opinion polls with a tax-cutting Budget. Giveaways may be stymied by a poor economy and higher costs of public services.
Weekly Digest: Taking stock – Trump’s first 100 days
Last Updated: July 24, 2025
With Donald Trump’s first 100 days as President coming to an end, his approval ratings – in the polls and in the markets – have taken a beating. Has investor sentiment gone too negative?
Planning ahead with will writing
Last Updated: July 22, 2025
Writing a will can seem a daunting prospect. While it can seem an easy task to put off, it's one of the most important things you can do, not only for yourself but your loved ones as well.
Review of the week: Too close to call
Last Updated: July 24, 2025
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.
Investing in defensive equity sectors as the cycle matures
Last Updated: July 22, 2025
When the pace of economic growth begins to slow and the outlook becomes more gloomy, it makes sense for investors to start shifting their equity investments away from cyclical sectors and towards defensive ones, even if you don’t think a recession is necessarily likely to ensue.
Five tips for fundraising during a downturn
Last Updated: July 22, 2025
Given the much more difficult economic environment we’re all facing, charities may be struggling to raise funds using the same techniques they’ve relied on in the past. To help, we’ve put together five top tips that charities could use to review and fine tune their fundraising strategies.
Investment Insights Q4 2023: Caution needed
Last Updated: July 22, 2025
Reasons to remain cautious about the investment outlook We acknowledged we might be wrong, and inflation might fall without growth also tumbling in the wake of aggressive interest rate increases. But it wasn’t our base case. We believed inflation would return to the normal range by the end of 2023 — which does seem to be happening outside of the UK — but that a mild recession was a likely corollary. Yet no recession has arrived. An explanation is in order, and we want to address head on why we haven’t changed our outlook.
Review of the week: Behind the curtain
Last Updated: July 22, 2025
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.