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Ethical Investing

The impact of climate change fears on ethical investing

As pressure mounts on governments and financial institutions to do more to combat climate change, the demand for ethical investment opportunities is on the rise. Triodos Bank’s annual impact investing survey has found that nearly half (45%) of investors say that they would be keen to move their money to an ethical fund as a …

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November Market Commentary

November Market Commentary

The beginning of October brought us the Conservative Party conference and a plethora of promises and fiery speeches. Meanwhile world stock markets were tumbling on fears of a global sell-off and the US/Europe tariff war joining the US/China dispute. By the middle of the month President Trump declared himself ‘optimistic’ about trade talks with China.  …

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The retirement mistruth

The retirement mistruth

If you pay much attention to the media and advertisers, you may think that retirement is all about riding jet skis, sipping sherry on the French riviera or cuddling grandchildren. No doubt you’ve seen one, if not all, of the images on many of the retirement articles out there. Though those sorts of activities are …

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The Help to Buy ISA deadline is looming

The Help to Buy ISA deadline is looming

After 30th November 2019, potential first-time buyers will no longer be able to apply for a new Help to Buy ISA.  Savers who already have an account will be able to keep saving into it until 30th November 2029, regardless of when the ISA was opened, but accounts will close to additional contributions after that …

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Financial lessons for parents of students

Financial lessons for parents of students

If you’ve got a son or daughter at college or university, you could have some stark financial lessons ahead. Getting the grades may have dominated the household up to now but budgeting for their life as a student can require just as much focus.  Tuition fees and student loans are usually top of the agenda. …

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Financial Market October 2019

Market Commentary October 2019

Introduction  What goes down immediately comes back up? If only saving and investing were that simple… That’s what happened in September. In August, we reported that almost all the major markets we cover in this Commentary had fallen. The good news last month was that almost all the markets went back up. There were no …

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Charity Tax Reforms

Charity tax reforms could make us more generous

An independent commission made up of several charity, economic and fiscal experts has published a report containing a number of proposals that would give UK charity tax relief the much-needed overhaul it deserves.  The Charity Tax Commission, led by Sir Nicholas Montagu, former chairman of the Inland Revenue (now HMRC), found that charity tax relief …

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How To Find The Right Investment

How to find the right investment for you

In the wake of the Woodford debacle, there’s a lot of buzz around investments and the rationale for choosing them. So we thought it would be useful to outline what you should be thinking about when it comes to choosing an investment to enable you to get the best outcomes for your money.  Review your …

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8 Places to Visit

8 places to visit this Autumn in the UK

With autumn pushing the heat of summer south across the equator, it’s time to strap on your wellies and get ready to kick through piles of fiery leaves. So to celebrate the change of season, here’s our list of places you should visit to make the most of the stunning autumn colours. Lewis Castle, Isle …

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