12 November 2024
How couples can minimise Capital Gains Tax together
Discover how couples can minimise Capital Gains Tax (CGT) by transferring assets and combining their allowances.
14 September 2024
How holding too much in cash could harm your long-term wealth goals
Cash can provide stability and balance in your portfolio, but holding too much of it could harm your long-term wealth goals.
12 July 2024
Why landlords should be thinking about portfolio diversification
Our expert examines why so many landlords are selling up in favour of portfolio diversification, which includes equities, cash, and bonds.
20 February 2023
Financial planning tips to help fund school fees
If you’re planning to send your children to private school you may need to start saving to fund the school fees almost as soon as they’re born
5 February 2023
Understanding the risks of investing
A serious illness or disability can have a huge impact on your finances - critical illness insurance will provide much-needed financial support
31 January 2023
Financial planning ideas for new parents
Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the financial well-being of your family
23 January 2023
Managing portfolio risk
Managing risk is a core element of investing. This article explains how professionals manage risk within investment portfolios
3 January 2023
Why is portfolio diversification so important?
Portfolio diversification is a portfolio management strategy designed to reduce risk. We take a look at the principles behind it?
2 November 2022
Financial planning for new parents: Don’t forget about your future too
When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future
2 September 2022
Investing in the ‘age of inflation’
Mike Greely explores some of the reasons behind the market turbulence, and explains why patience and portfolio positioning can help investors
2 September 2022
Mike Greely: piecing together the investment puzzle
For Mike Greely of Amber River’s Colchester team, understanding the factors that drive investment returns is not just part of his day job – it’s more of a lifelong passion
11 August 2022
Does your child have a forgotten Child Trust Fund?
Almost 200,000 young people born from 2002 to 2020, have a Child Trust Fund containing savings of around £2,000 - and they don't even know!
10 August 2022
Are Premium Bonds really worth it?
A brief explanation about what cryptocurrency is, how it works, what you can use it for and why you should tread with caution
9 August 2022
Savings and investments for children
Putting money away for children is a great way to teach them about money, as well as giving them a boost towards the start their adult life
8 August 2022
Should I invest in cryptocurrency?
A brief explanation about what cryptocurrency is, how it works, what you can use it for and why you should tread with caution
6 August 2022
The best ways to save and invest for young adults
Putting money away for children is a great way to teach them about money, as well as giving them a boost towards the start their adult life
19 July 2022
Financial planning for new parents: Investing for your child’s future
If you want to invest in your child's future to give them the best start, we consider some of the investment options open to you
8 July 2022
5 common money mistakes when starting your first job
We take a look at the most common mistakes young professionals make when they're starting out – and the steps you can take to avoid them
27 June 2022
Financial planning in your 50s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
14 June 2022
Financial planning in your 40s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
18 May 2022
Can I withdraw my pension before 55?
If you decide to withdraw money from your pension early, you are likely to be heavily penalised unless you meet one of two criteria
1 March 2022
Savings and investments for the self-employed
We explore tax efficient investments for self-employed people. Helping you make the most of your money over the longer term.
12 February 2022
Why you should build an investment portfolio when you’re young
The best time to start an investment portfolio is right now - the sooner you begin, the easier it will be to achieve future financial goals
3 February 2022
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
26 January 2022
Financial considerations: Getting married
Congratulations - you're engaged. It’s worth taking a moment to consider how a marriage or civil partnership will impact your financial plan.
24 December 2021
How to plan for the retirement you’ve always dreamed of
Do you know how much to put aside for your retirement, so you have the freedom to follow your dreams and do everything you ever wanted to?
13 December 2021
5 tips to help secure your financial future in today’s uncertain world
Preparing for your future may seem like an impossible task. Here are our top 5 tips to help you secure your financial future in today's uncertain world.
8 December 2021
Tax-efficient ways to leave a legacy
Inheritance tax can cause chaos for families during what is already a difficult time, which is why it’s worth planning the most efficient way to leave your legacy.
5 December 2021
Trust fund baby… the pros and cons of setting up a trust for your kids
While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.
26 November 2021
What to do with an unexpected windfall
Whatever the reason for the windfall, we believe it’s essential to explore your options when it comes to making the most of your money.
22 November 2021
How to make the most of your pension
Retirement is a time to focus more on leisurely pursuits - so how can you make the most of your pension so you can make the most of your retirement?
16 November 2021
How to manage your investment risk
Find out how to manage your investment risk by investing in different kinds of assets to neutralise the impact of poorer performing assets.
8 November 2021
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.
1 November 2021
Estate Planning mistakes to avoid
Planning your estate to leave more than just memories to your loved ones is a wonderful position to be in, but there are a number of mistakes to avoid.