News

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Investment market update: March 2026

Conflict in the Middle East caused market volatility throughout March 2026. Find out what other factors may have affected your investments. While the ongoing uncertainty may feel unsettling for investors, remember that your strategy reflects your long-term goals and considers periods of volatility. Oil prices rising and ongoing uncertainty led to stock markets falling On Saturday, 28 February, the US ...
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The importance of managing your pension withdrawals to protect your retirement lifestyle

Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, your pension still needs careful attention in retirement – just as much as when you were contributing – to ensure you don’t deplete it too quickly. Research suggests that many retirees aren’t taking professional advice and are potentially making financial decisions they’ll ...
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Should landlords set up a limited company to manage their property portfolio?

As the tax burden increases, more landlords are choosing limited company structures. Discover the advantages and drawbacks of setting up a company to manage your property portfolio. According to a report from Paragon Bank (16 March 2026), 43% of mortgaged buy-to-let property purchases in 2025 were through a limited company. This compares to 35% in 2024 and just 7.5% in ...
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How to plan for retirement as a small business owner

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement and could face uncertainty later in life as a result. However, opening a pension could benefit both you and your business. According to an article from Which? (1 March 2026), people who have spent most of their working life as self-employed are three times more likely ...
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What past market volatility has taught us about investor behaviour

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events have affected investor behaviour could be useful. At the end of February 2026, the US and Israel launched strikes on Iran, which have further escalated. The uncertainty caused by the war has ...
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How psychology might affect your view of cash and safety

How your brain works can affect how you view wealth and different assets. For many, this can mean cash feels like a safer option than alternatives, but it’s not always the right one. Indeed, sometimes choosing to hold cash could mean you miss growth opportunities. 3 reasons why cash might feel like the “safe” option 1. Cash can feel more ...
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Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate could be affected and how you might mitigate a potential bill. Currently, pensions are usually outside your estate for IHT purposes. As a result, your ...
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What happens when your fixed-rate mortgage ends?

An estimated 1.8 million fixed-rate mortgages will end in 2026, according to UK Finance (15 December 2025). If you’re among the homeowners whose deal will end in the coming months, read on to find out why you should be proactive, what your options are, and what it could mean for your finances. First, you don’t need to wait until your ...
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Why business owners could benefit from working with a financial planner

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t have the time, or you simply plan to use your business to support long-term goals. Yet being proactive and working with a financial planner could be beneficial. Here are five reasons to work with a financial planner as a business ...
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5 tips for overcoming the fear of investment uncertainty

Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate uncertainty from investing, there may be things you can do to overcome the fear of the unknown if it’s affecting your financial decisions. According to an article from Financial Planning Today (4 February 2026), uncertainty ...
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