The US tech stock bubble – what next?
The US stock market has been the place to be in recent years: while the UK’s FTSE All Share is up 91%, the S&P 500 has returned a huge 341% in the past decade, led in the main by the giant technology companies. As the US represents 54.5% of the global stock market, the MFP portfolios have all benefitted from this growth.
If you need help navigating our care system …
Thanks to rising life expectancy and an ageing demographic, the number of people requiring care is rising. In fact, around 130,000 more people need residential care each year in the UK.
The cost of trying to time the market
It’s not unusual to hear me say that timing the markets doesn’t work. Instead, I recommend creating an investment plan that’s designed to meet your individual goals and sticking with it. (With regular reviews, of course, to make sure your plan is still on track to deliver what matters to you most.)
Personal best for Kathy's latest Triathlon
Being consistent is proven to deliver results in so many facets of life. Whether that be sport, learning or investing, turning up each day and following through on your plan will give you the best chance of success.
Kathy’s triathlon journey continues
Sunday was never going to be a PB kind of day for Kathy. Here, she shares her story of racing in the Weymouth Middle Distance Triathlon.
"On Sunday I was due to be racing in the crystal-clear waters and surrounding hills of Lake Walchsee in Austria, in the European Championships. The reality couldn't have been more different.
Justin completes The Lakesman Ironman
There is an old saying that triathlons are enjoyed by people who think one sport is not hard enough! Two years ago, after completing the Hamburg Ironman with Kathy, I entered The Lakesman Triathlon. But due to the pandemic it was postponed a year.
Buying a Ferrari after retiring ….
If you were thinking about waiting until after you’re retired to buy a Ferrari, this humorous video may get you to reconsider delaying.
A rise in court cases challenging wills
A recent study by The Institute for Fiscal Studies (IFS), that drew data from a combination of resources, concluded that inheritances are becoming an ever more important component of personal wealth.
The growing importance of inheritance
A recent study by The Institute for Fiscal Studies (IFS), that drew data from a combination of resources, concluded that inheritances are becoming an ever more important component of personal wealth.
Protect your digital assets after death
Our lives are moving online more and more each day as we back up photos and communications to the cloud. Some people are going as far as using online money with cryptocurrency.
Tax Day on March 23rd is a tame affair
March 23rd has been an important day in the diary for weeks as the Government singled out this particular Tuesday as the day it would release a number of key tax-related consultations not published alongside the Budget earlier this month.
Keeping a vigilant eye out for impersonation scams
Impersonation scam is a growing type of fraud that sees fraudsters pose as a genuine company and contact the target individual
Lifetime Allowance Advice
You have worked hard to accumulate a sizeable pension pot and want to ensure you can access it as tax efficiently as possible in retirement.
Pension Drawdown Advice
Income drawdown is a way of taking money out of your pension to provide you with a regular retirement income in retirement. You have to be aged 55…
The Top 7 Factors that affect your Financial Independence
The Top 7 Factors that affect your Financial Independence are listed below: How much you invest – Commit to investing How often you invest –
Trusts Registration Service – does your trust need to be registered?
I need to let you know about some new rules surrounding trusts. This is only relevant if you are a trustee. Or if you were thinking about setting up a trust, maybe for your children or grandchildren. If neither of these apply to you, then feel free to click delete and move on!
The minimum pension age will definitely increase to 57 by 2028
HM Treasury has confirmed the government’s intention to raise the normal minimum pension age from 55 to 57 in April 2028.
Could the Chancellor be about to tackle property taxes?
The Sunday Times recently ran a story suggesting that Rishi Sunak was examining the replacement of Council Tax and possibly also Stamp Duty Land Tax (SDLT)…
How much impact does the President have on markets?
“Over decades, it’s American innovation that succeeds, no matter what politicians do.” — David Booth, November 6,
NS&I to Cut Savings Rates
Low savings rates across the board State-backed NS&I have been best buys for savings for months as the Government, desperate to bring in cash,