Posts by tudorfranklin
Investment market update: October 2023
7 practical ways to beat the winter blues
Why investing could hold the key to becoming an ISA millionaire
Business owners, don’t take Willy Wonka’s chance approach to succession planning
Don’t overlook trusts, they could be a useful way to pass on wealth
2 key reasons why you may want to update your plan during a financial review
Investment market update: July 2023
While inflation is easing in many countries, data still suggests households and businesses are facing challenges. For investors, it could mean portfolios experience volatility over the coming months. Read some of the factors that affected the markets in July 2023 here.
Why emotional decision-making could be costing you investment returns
Letting your emotions influence your investment decisions could be having a larger effect than you think. A survey suggests paying too much attention to the news and taking too little risk due to fear are two of the biggest mistakes investors could be making.
Market volatility means thousands of families may have overpaid Inheritance Tax
The way an Inheritance Tax bill is calculated could mean some families have overpaid and they may not be aware they’re entitled to a rebate. Falling property prices could mean more people overpay in the future. Find out why here.
Baffling financial jargon means Brits are overlooking ways to boost their wealth
More than a third of Brits say they find financial jargon baffling. A lack of understanding means some people are scared to invest or aren’t sure where to start. Working with a financial planner could help.
A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors
75 years ago, the UK’s first supermarket opened its doors in London. Back in the 1940s, a grocery shop would set you back just 45p. Discover how inflation has affected the value of your money here. 75 years ago, the UK’s first supermarket opened its doors in London. Back in the 1940s, a grocery shop would set you back just 45p. Discover how inflation has affected the value of your money here.
Investing 101: What you need to know about tax efficiency and your investment options
This month, read about two key decisions you’ll need to make when investing – whether you should invest in shares or through a fund, and how to make your investments tax-efficient.
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