
Several good reasons to take advantage of tax year-end ISA allowances
With rising investment returns and diminishing tax-free allowances, taking advantage of annual ISA allowances is more important than ever.

Interest rates raised to 4%
Yesterday, The Bank of England (BoE) raised UK interest rates by a further half percentage point to 4%.

The 4% rule: How much should I spend in retirement?
When planning for retirement, it is all about trying to set aside sufficient funds to use in retirement whilst still leaving sufficient funds available to pay for everyday life and specific events that could occur. The 4% rule is a simple way to help you to manage your accumulated pension funds.

Interest rates and inflation
After more than a decade of record low interest rates – 2022 was marked by rapidly rising rates as the Bank of England (BoE) intervened to tackle soaring inflation.

Bank of England - December rate hike
Yesterday, The Bank of England (BoE) revealed a 0.50% point interest rate rise – its ninth consecutive increase, as it looks to maintain its battle against inflation. The decision to raise the bank rate to 3.5% means it is at its highest level for 14 years.

Premium bond prize fund pot set to increase again
National Savings and Investments (NS&I) have announced another increase to their Premium Bond customers, who are set to get a welcome New Year boost, with an increase to the prize fund rate from 2.20% to 3.00%.
Auto-enrolment has helped workers save £114 billion into pensions
Workers have saved more than £114 billion into their pension pots since pensions automatic enrolment was implemented ten years ago, according to data published by the Department for Work and Pensions (DWP).

It’s a fair COP(27): Climate summit is focussing investors’ minds
The COP27 summit in Egypt is making more investors think about the ethics of their portfolio, say Andrew Spaxman and Louise Daniels of Lovewell Blake Financial Planning.