ISAs: 25 years of tax-free savings 12th December 2024Reading Time: 3 minutesThe ISA – or Individual Savings Account – first started in 1999 as an initiative from then Chancellor Gordon Brown. The aim was to encourage people to save using a…
ISAs: 25 years of tax-free savings 12th December 2024 Read more
Tis the season of giving: Volunteering in retirement and later life 9th December 2024Reading Time: 3 minutesAre you thinking of volunteering in retirement or later in life? According to the NCVO (The National Council for Voluntary Organisations), most volunteers are aged between 65 and 74. From…
What it means to be a Chartered Financial Planner 29th November 2024Reading Time: 3 minutesBalance: Wealth Planning is one of only a few firms in the UK that have obtained Chartered status. Considered the ‘gold standard’ in financial planning, we share with you what…
From Chaos to Clarity: Financial planning lessons from the Black Monday crash 20th November 2024Reading Time: 3 minutesOn 19 November 1987, a stock market crash shook the foundations of financial institutions around the world. Coined Black Monday, this event demonstrated the relationship between global markets and the…