Posts by Bournebridge

Retirement planning as a couple can be difficult. You may have very different ideas about when you want to retire and how you want to spend your time. While it’s something of a taboo subject, understanding what you both want out of retirement and how you’ll create an income can help you get the most

While ESG (environmental, social, and governance) investing is growing across all investor segments, it’s the millennial generation that’s leading the trend. A huge wealth transfer in the upcoming decades could change how money is invested. ESG investing involves considering non-financial factors when making investment decisions across three core areas: environmental, social, and governance. This may

Ownership of cryptoassets is rising among UK investors and, while still relatively new, they are growing in popularity. But before you purchase crypto, it’s important to understand what the term means and if they have a place in your portfolio. According to the Financial Conduct Authority (FCA), 2.3 million adults now hold cryptoassets, compared to

When you’re making financial decisions, one of the challenges is understanding the impact that it could have on your long-term finances. Not understanding the impact means you’re unsure what you should do, or when you do make a decision, you still won’t have full confidence in it. Financial planning can help you weigh up the

House prices have reached record highs this year. While you may be pleased the value of your home is increasing, it may also mean you now need to consider Inheritance Tax (IHT). Or if IHT already plays a role in your plans, they may need updating. A combination of rising demand, the Stamp Duty holiday,