Financial news and views

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The 5 best questions to ask before gifting money to loved ones 9th June 2023

According to Legal & General, more than half of house purchases among under-35s are at least partly funded by gifts from parents. This is no surprise as a combination of…

Why it’s important your clients take advice from a professional, not an AI chatbot 22nd May 2023

In recent months, you’ll likely have seen news headlines about the explosion in the use of artificial intelligence, or AI. You may even have been tempted to try two of…

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How to access your child or grandchild’s forgotten government trust fund – and 3 ways they can spend it 18th May 2023

Back in 2002, the then-chancellor, Gordon Brown introduced a brand-new scheme aimed at helping parents to save for their children. The child trust fund was designed to provide a nest…

one person handing a wrapped gift to another

5 important things to remember if you plan to gift money to your family 18th May 2023

If your loved ones are struggling during the cost of living crisis, they are not alone. Perhaps you have children whose rent or mortgage has risen substantially and are finding…

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More than half of Brits don’t understand the effect of inflation on cash savings. Do you? 18th May 2023

Over the last few months, inflation has never been far from the headlines. As of March 2023, the Office for National Statistics reports that inflation stood at 10.1%, meaning that…

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