Category: Finance/Wealth Management

Handling estate planning correctly ensures the money goes where it's intended rather than getting eaten up by taxes and probate fees. Financial advisers can navigate clients along a path of long-term wealth preservation for their children, grandchildren and great-grandchildren.

New research from iwoca reveals big ticket loans are set to see increased interest from small and medium-sized enterprises (SMEs), as growth ambitions resurface.

In the world of investing, few concepts are as misunderstood [or as costly] as risk. Investors have a tendency to confuse risk with uncertainty - a mistake that can lead to overconfidence, poor decisions and significant financial losses.

As global investors seek new regions of growth and resilience, Africa is increasingly seen not just as a frontier — but as the future.

New data from the latest annual SAP Concur CFO Insights Survey* reveals the evolution of top priorities for finance leaders amid challenging economic conditions and geopolitical tensions – from AI to cybersecurity.

Nearly three-quarters (72%) of UK employees say it is important that their employer offers a responsibly invested pension, new research from Scottish Widows reveals.

The responsibilities of estate planners and finance professionals have deepened. Data is as valuable as physical possessions for many, and they require consideration when organizing inheritances.

When exiting a commercial lease, there are several important factors you should consider, and dilapidation costs is among the most significant.

Gen Z is emerging as a generation of financial planners, balancing economic independence and wealth building, according to new research.

One of the most important functions of running a business is bookkeeping, yet it is so often neglected or poorly performed.

According to data from investment, life insurance and retirement specialist LV=, only 46% of non-retired UK adults with a pension say they understand the financial implications of how much tax-free cash they can take from pension savings.

Families looking to preserve and maximise their financial assets have a range of financial and wealth management options.

Victor Basta, together with Steve Bachmann and Dorian Maillard, has launched a new investment bank, Artis Partners, with the aim of achieving deeply prepared strategic exits for US and European technology companies.

In 2025, the new government’s changes to the tax system will gradually roll out, including measures to reduce what it calls the ‘tax gap’.

Inheritance Tax (IHT) has been the subject of a lot of media and online discussion; some of it inaccurate. 

finmid today announced its expansion into eight new European markets.

Cash savings in the UK have reached a record total value of £2.05 trillion, breaching the £2 trillion mark for the first time.

Despite soaring rents in city hotspots, rising business rates, and inflationary pressures, brick-and-mortar shopping in the UK is undoubtedly on the rebound, with more stores opening than closing in the pandemic years of 2020-21.

In recent years, 80% to 90% of new cars and an increasing number of used vehicles have been bought with finance agreements.

Margin trading is an attractive way to improve profitability via the use of borrowed funds, commonly utilized in futures trading. Essentially, it allows traders more size than their current reserve — which in turn allows for the possibility of risk in extremely liquid markets. There’s an opportunity for a substantial profit if used wisely. However, only […]

According to data from life insurance specialists, LV=, 71% of women surveyed didn’t feel confident in what steps to take to avoid running out of money during their retirement years, compared to 50% of men.

According to data from life insurance and retirement specialists, LV=, 60% of adults surveyed in its Wealth and Wellbeing research programme, over the age of 50, think they’ll struggle financially in retirement.

Over recent years, more than 26.4 million of us have turned to ‘buy now pay later’ (BNPL) services to help us pay for both essentials and treats by spreading payments over a number of months.

One in three UK mortgage holders would consider equity release as a way of raising cash if they didn’t have to sell their property or downsize.

In today’s competitive financial services landscape, many lenders and brokers struggle to meet their growth targets when relying solely on ad-hoc or siloed marketing activities. Whether it’s sporadic social media posts, one-off email campaigns, or scattered paid ads without clear objectives, this fragmented approach limits both brand potential and business development.

Finding a trustworthy lender is crucial for anyone looking to purchase a vehicle, as a reliable financer can make the difference between a stress-free buying experience and a financial nightmare.

In the world of travel, convenience is king. From the moment we start dreaming about our next vacation to the time we finally sink into that beachside lounge chair, we want everything to flow smoothly.

The French writer Voltaire once observed, "Uncertainty is an uncomfortable position, but certainty is an absurd one." With volatile markets and an unpredictable future, navigating the world of investment can be a daunting task. So, it is imperative for investors to understand the nature of this uncertainty, learn to manage risk and overcome any behavioural biases. By learning about common investment mistakes and misconceptions, investors can make more informed decisions and improve their chances of achieving their financial goals.

Technology rules every iota of our lives in this digital world, from online shopping to money transfers. Conclusively, that also holds for financial services. How are these institutions supposed to cope with countless transactions and storing sensitive data while keeping sophisticated cyber-attacks such as ransomware at bay? Digital transformation is no longer an option but […]

If you’ve bought your vehicle through finance, you may think that you’re locked into your contract and need to stick to your monthly payments until the end of the deal.

When it comes to car financing, your credit score is a crucial factor that can significantly affect the terms and conditions of your loan. As an expert in financial matters, I aim to demystify the complexities surrounding credit scores and their impact on car financing. Understanding the factors that influence credit scores will empower you […]

The goal itself is less important than having something solid to work toward.

Search online and you’ll find no shortage of articles and blogs with ways to improve your business. But while millions of results promise tips and tricks to effectively give your business a competitive edge, few are mutually beneficial. Whether they’re mistakenly citing high costs or simply have a resistance to change, many businesses are missing […]

Elections invariably stir up a blend of anxiety and anticipation among investors, advisers, and clients. This year has seen its fair share of electoral events, each contributing its own ripple effect to the markets.

As a business owner, you know that each penny counts, as everything can improve the bottom line, ultimately impacting your company’s profitability. However, the good news is that reducing costs is much simpler than you initially thought, as in most cases, the simple steps are the best strategies to help your business improve its bottom […]

Luxury is a powerhouse sector that shows no sign of slowing down, this year the Luxury Goods market is projected to generate a revenue of US$368.90bn.