Financial Resources

Supporting you with knowledge and insights

Categories

Quarterly Market Update: US tech companies lead positive Q2

At a glance The US market had a strong quarter, while the UK market struggled Companies taking advantage of AI have seen strong returns over the past few months With so much short-term uncertainty, ensure you are well diversified and invest for the long-term Our fascination with Artificial Intelligence, or AI, goes back well over […]

Read More

Don’t leave your family an avoidable IHT bill

At a glance In the last tax year (2022-23) bereaved families paid £6.1 billion in Inheritance Tax, the largest single-year rise since 2015-16.1 Reducing the value of your estate during your lifetime will mean that your family will owe less IHT in the future. Many people know that they can gift money to reduce the […]

Read More

Lessons from the first year: Nicola Russill-Roy, Propose PR

At a glance It can be easy to delay launching a business, thinking that you need to know everything before you begin. But Nicola Russill-Roy, founder of Propose PR and a St. James’s Place client, says lessons come quickly after you start. When it comes to finances, Nicola recommends planning how you want to reach revenue goals […]

Read More

State pension and divorce: Are you missing out on unclaimed State Pension?

At a glance Many women rely on the State Pension when it comes to retirement income, but you may have a smaller workplace pension than your colleagues if you took time out to raise a family. It’s important to be sure that you’re getting the full State Pension amount that you’re entitled to. If you […]

Read More

Active vs passive investing – which is better?

At a glance Active investing involves fund managers making active decisions over what to invest in. Passive investors look to replicate a given index or market. Both strategies have their strengths and weaknesses. Where appropriate we look to blend different elements of active and passive within our strategies. During long periods where financial markets do […]

Read More

Inheritance Tax Calculator

Read More

Risk Calculator

Read More

ISA Calculator

Read More

Mortgage Calculator

Read More

Retirement Calculator

Read More