Author: Chris Thorpe

10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its 100th anniversary.  On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to become one of the most recognisable brands in the world. To mark 100 years of… Read more »

 Investment market update: August 2023

A high street in the UK.

Globally, signs suggest the pace of inflation is slowing. However, businesses in some sectors are struggling and weighing on economies. Read on to discover some of the factors that affected investment markets in August 2023.  According to a Purchasing Managers’ Index (PMI) from JP Morgan, reports indicated that manufacturing in Asia, Europe and the US… Read more »

The 2023 parents’ essential guide to student loans

A group of graduates throwing their caps.

Heading to university is an exciting time for new students. As a parent, you may feel proud of your child’s achievements, but it’s normal to feel apprehensive as they potentially move out and embrace independence for the first time. You might also worry about the financial burden of student loans. Read on to discover what… Read more »

7 practical reasons to make a Lasting Power of Attorney now

A mother talking to her adult daughter.

A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found that less than half of married couples have an LPA.   If it’s something you don’t have in place, here are… Read more »

Inheritance Tax could be scrapped to secure election votes

Grandparents playing a game with their grandchildren.

Reports suggest that the Conservative party will make scrapping Inheritance Tax (IHT) part of its manifesto pledge in a bid to secure the general election. Frozen tax thresholds meant HMRC raked in a record amount of IHT in the last tax year. Read on to find out more about the reports. While there have been… Read more »

2 excellent ways you could boost your State Pension

Two people hiking in the woods.

While the State Pension may not be your main source of income in retirement, it’s often an important one. If you’re not on track to receive the full amount, there might be things you could do to boost it. For 2023/24, the full new State Pension is £203.85 a week, adding up to around £10,600… Read more »

Investing 101: 4 useful questions to answer when reviewing your portfolio

Two women talking over a coffee.

Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how you could improve tax efficiency.  Now, read on to discover why reviewing your investment portfolio is a crucial part of managing your assets over the long term.  Reviewing your investments too frequently… Read more »

Investment market update: July 2023

A woman using social media on her phone.

Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023. Despite some data suggesting there could be a downturn in some areas, the International Monetary Fund (IMF) has lifted its global growth forecast for 2023. The organisation now… Read more »

Why emotional decision-making could be costing you investment returns

A man reading the news on a tablet.

It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your goals. While you try to make investment decisions based on logic and facts, it can be easy for emotions, from fear to excitement, to play… Read more »

A decade after introducing auto-enrolment, the government confirms plans to extend it

A cashier taking payment from a customer.

Since the government introduced pension auto-enrolment in 2012, millions more workers have started saving for their retirement. Now, the government has confirmed plans to extend auto-enrolment to encourage a savings boost. The changes could have implications for both employees and business owners. In a publication, the government has revealed key announcements following a review of… Read more »