Gary LumbMar 25, 20213 minInvestment market update: February 2021A year after lockdowns around the world began, Covid-19 continues to affect economies and investment markets. While the volatility...
Gary LumbMar 24, 20213 minHow has Covid-19 affected ESG investing? Signs suggest it could become mainstreamIn 2020, Covid-19 dominated the headlines. There were concerns that it would mean some of the challenges and opportunities ESG investing...
Gary LumbMar 24, 20213 minThe history of investing: What the past can teach us about market cycles2020 was an eventful year. The pandemic and subsequent lockdowns around the world had a huge impact on life, which inevitably affected...
Gary LumbMar 24, 20214 min5 steps to take for successful business succession planning to prime your firm for growthNo matter the size of your business, some key people ensure its smooth running and growth. Without these people, even successful...
Gary LumbMar 24, 20213 minCan money buy happiness? It’s the freedom to reach goals that adds value to your lifeIs the common saying “money can’t buy happiness” true? Research suggests that it isn’t, and that the opportunities financial security...
Gary LumbMar 24, 20214 min8 pension mistakes that could affect your retirementSaving for retirement should be part of your financial plan and can help you secure the lifestyle you’re looking forward to. But watch...
Gary LumbMar 23, 20211 minGuide: 10 ways to make the most of your garden in 2021After a year of lockdown measures, our gardens and outdoor spaces have become far more important. In fact, more than half of people say...
Gary LumbMar 16, 20215 minChild Benefit Traphttps://www.pruadviser.co.uk/knowledge-literature/knowledge-library/reduce-high-income-child-benefit-charge/ Overview The high income...
Gary LumbMar 5, 20211 minGuide: Behavioural biases, and how they affect your financial decisionsOur latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural insights. The guide gives a...
Gary LumbMar 3, 20215 minBudget 2021 - The winners and losersA year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded...
Gary LumbMar 3, 20214 minYour 2021 Budget summaryOn Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the...
Gary LumbJan 26, 20211 minThe 2020/21 end of the tax year guide The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last...
Gary LumbDec 15, 20203 minHas financial bias cost you money this year? Stock markets in 2020 have been characterised by volatility and uncertainty. If you’ve made financial decisions based on your feeling...
Gary LumbDec 15, 20204 min3 options for gifting money to children this Christmas If you’ve yet to finish your Christmas shopping and simply don’t know what to buy for a child, a financial gift can last far longer than...
Gary LumbDec 15, 20204 minThe pension basics everyone needs to knowMost workers are now paying into a pension. But research shows that there is a worrying lack of understanding about how pensions work and...
Gary LumbDec 15, 20204 minWhy life expectancy matters when planning your retirement When you’re looking forward to retirement, working out your life expectancy may not be something that’s on your mind. Instead, you’re...
Gary LumbDec 15, 20205 min10 steps to take if you’re retiring in 2021The way people see retirement has changed over the years. It’s no longer the stereotypical comfortable slippers and a relaxed lifestyle....
Gary LumbDec 15, 20204 minNew year’s resolutions to improve your financesThe start of a new year is the perfect time to get your finances in order. A few simple changes could improve your finances in 2021 and...
Gary LumbDec 8, 20201 minInheritance Tax and gifting guide If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that...
Gary LumbSep 14, 20204 minInvestment market update: August 2020Once again, Covid-19 and lockdown issues continued to influence the market. But signs of a recovery are beginning to emerge, however,...