Rebecca Wooff What does International Women’s Day mean to you? To me, International Women’s Day is an opportunity to celebrate and honour girls and women globally. It’s a day to … Read More
A Day in the life of a trainee adviser with Helena Bourner
Welcome to “A Day in the Life of a Trainee Adviser,” a captivating new series that invites you into the dynamic world of Financial Services. Join us as we follow … Read More
World Earth Day – Putting a spotlight on ethical investing
For the majority, recycling and looking after our planet is something that is important to us – so something that should be considered equally as important is the standards of … Read More
Stress Awareness Month: How to mitigate financial stress
April is Stress Awareness Month – and many of us will know that financial stress and money worries is one of the major causes of stress in society today. With … Read More
Financial Advice: What’s really in it for me?
It is common that people we know, be it family, friends, teachers or colleagues, try to help (or even steer) our life journeys from childhood to retirement. But do they … Read More
International Women’s Day – Hear from some of our fantastic females at Kingswood
Jess McGuigan What does International Women’s Day mean to you? International Women’s Day is an opportunity for us to celebrate the achievements of women and acknowledge improvements to gender … Read More
How trusts can help with Inheritance Tax (IHT) planning
IHT receipts to His Majesties Revenue & Customs (HMRC) have been on the rise for over a decade, with Government statistics suggesting further increases. Yet at the same time, the … Read More
How can I ensure that my portfolio is as tax efficient as possible?
It is important to consider spreading investments across various “tax wrappers” to gain the associated tax benefits. When looking to invest for the longer term, in addition to the selection … Read More
Rising Cost of Living Crisis
3 Tips to maintain your financial wellbeing The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and … Read More
Your New Year Personal Finance checklist
Getting finances in order will be a key priority for many in 2023. Get your personal finances in order with Jess’ checklist. 8 things to consider when re-evaluating your finances … Read More