How to build long-term wealth with a tailored strategy.

Market volatility is an unavoidable aspect of investing. Geopolitical events, such as the invasion of Ukraine, trade wars, inflationary pressures and alterations in interest rates, are among the numerous factors that lead to market fluctuations, sometimes significantly. When markets change, especially during rapid declines, it can be challenging not to react. Nevertheless, history shows that you are more likely to reach your long-term investment goals if you have a strategy and stick to it across all market conditions. Read more…

WHAT CAN TAXPAYERS ACROSS NORFOLK, SUFFOLK, OR ESSEX EXPECT FROM THE 2025 AUTUMN BUDGET?

With government expenditure increasing, all eyes are on Chancellor Rachel Reeves as she prepares to unveil the Autumn Budget. This year, significant changes to tax regulations are expected to affect individuals and businesses alike. While Labour pledged in its 2024 manifesto not to raise income taxes for “working people,” the need for additional revenue suggests the Chancellor may explore other avenues to meet financial requirements. Read more…

WHAT SHOULD FAMILIES IN NORFOLK, SUFFOLK, AND ESSEX PLAN FOR?

Over the coming years, substantial reforms to pensions and Inheritance Tax (IHT) rules are set to reshape the financial landscape. These changes could have a profound impact on how you plan for retirement and the legacy you leave behind. For individuals and families across Norfolk, Suffolk, and Essex, adopting a proactive approach is more critical than ever to safeguard your wealth and ensure it benefits your loved ones. Read more…

Only 48% of mid-retirees are confident their private pension will last a lifetime.

A new report has revealed troubling insights into the financial confidence of retirees in the UK. Alarmingly, just under half (48%) of mid-retirees feel assured that their private pensions will sustain them throughout their lives. This leaves the remaining half grappling with uncertainty, despite decades of planning and saving. The report paints a disheartening picture of financial security in retirement. Read more…

Secure your future with smart financial choices

Whether you’re employed, a partner or self-employed, you can contribute to a pension. Employers are legally required to provide workers with access to a pension scheme, while anyone self-employed or unemployed, who cannot invest in an occupational plan, can pay into a personal pension, such as a SIPP (Self-Invested Personal Pension) or a stakeholder policy. Read more…