Bonds can play a key part in building an investment portfolio
UK government bonds, also known as gilts, are debt securities issued by the UK government. They are used to finance the government’s borrowing requirements and are often seen as a safe haven asset by investors. Continue reading
Month: December 2022
Leaving a tax-efficient legacy
Considering the rule of seven when making financial gifts
You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be affected by Inheritance Tax, it can be tempting to hold off making plans to do anything about it. But the truth is that it’s better to plan earlier for Inheritance Tax. Continue reading
Shrinking safety nets
More people set to dip into emergency funds
Having money set aside can help to provide protection against any abrupt financial changes. A new report has identified one in four working households with savings (28%) have started dipping into them to meet rising living costs[1]. A further 30% anticipate they will need to do so in the next year. Continue reading
