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When is enough enough?

Society encourages us to endlessly strive for ‘more’ – whether that’s money, recognition or to be seen as successful. Some people, however, understand that achieving ‘enough’ may result in a happier life. Huw Williams explains the thinking.

How herd mentality affects more than just your investments

From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.

Three things to understand about London property

Ever since Roman times, there has been a settlement in London. Over the centuries it has flourished, but it has also weathered its fair share of crises. But what should the modern buyer be aware of that is peculiar to the capital, or influences its market more than those of other cities?

What’s happening in London's residential property market?

Many events affect the demand and supply of the capital’s property, and therefore valuations. But what is currently impacting London's residential property market? What should buyers (and sellers) be aware of?

Thoughts on spring cleaning

As the seasons change, many of us feel a sense of regeneration and a pull to make adjustments – both small and large – in our lives. But why does this happen? Can you extend the spring cleaning into other aspects of life, such as your finances?

Breaking the biases around investing for women

In 2022, International Women’s Day’s theme is ‘Break the Bias’. But while women continue to be affected by societal biases, we flag some of the investment biases that women (and men) may fall foul of.

Are you ready for the UK tax year end?

It’s just a month to go until the UK tax year ends on 5 April. Ahead of that date, we would encourage you to review your finances, even if it’s just to double check. John Williams details some of the considerations we believe should be front of mind as we count down to the UK tax year end.

An invitation to discover more about your finances

We want to help you understand the financial options open to you and your family due to your wealth, which we appreciate offers opportunities and hurdles. Beckie Williams, head of client proposition, explains why we regularly post educational articles and insights.

Is it worth investing in financial knowledge?

Have you wondered if your level of financial knowledge is holding you back? Beckie Williams, head of client proposition, explains why it’s completely understandable we don’t naturally have more knowledge, and shares five topics to start a conversation about personal finance with your family.

Why does the UK tax year start on 6 April?

Most calendars start on 1 January and end on 31 December, but not the UK personal tax year. Karen Bennett explains the history behind the date as the government considers the pros and cons put forward by the Office for Tax Simplification with regard to changing the tax year end date.

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