The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway. Over the years in that role, Buffett has built a portfolio of directly held companies alongside a portfolio of listed stocks. Today, he is worth over US$100 billion and is the world’s…
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It seems barely any time has passed since the last school holiday, but the Easter break is just around the corner. If you have children to entertain over the holiday, making plans can ease the pressure. Here are five fun ways to spend time together this spring. 1. Search for a local Easter egg hunt …
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When you look at investment performance with the benefit of hindsight, you may think you could predict how markets will move. Yet, markets are unpredictable and expert forecasts prove how difficult timing the market is. Every investor has heard the advice “buy low, sell high”. So, it can be tempting to try and guess how investments…
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Rishi Sunak is reportedly drawing up plans to provide a “midlife MOT” to assess the financial health of workers and retirees. Taking stock of your finances in your 40s and 50s could lead to greater financial freedom in the future. Read on to discover five initial steps you can take to review your wealth. Sunak’s plans…
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Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement. In fact, according to a report in the Telegraph, higher- and additional-rate taxpayers could have missed…
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High inflation means retirees could need to increase their budget by almost 20% to maintain the same lifestyle, research suggests. If you’re drawing an income from your pension, it’s vital you understand whether withdrawing more is sustainable. The UK experienced high inflation throughout much of 2022, and inflation remains above the Bank of England’s target of…
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A key part of your estate plan is setting out how you’d like to pass on assets to loved ones. There’s more than one option to consider, so read on to find out more. Your estate plan should consider how you’ll use your assets during your life and what you’d like to happen to them when…
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Most investors – at some time – will be either tempted to time when to be in or out of equity markets – or wish they had when markets fall. It would be great to be able to capture the upsides and avoid the downsides, but that is wishful thinking. Investors may well underestimate the rapidity and magnitude…
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Do you love to solve a tricky crossword, or get your brain working each day with a number puzzle? A survey found that millions of people enjoy cracking puzzles every week. Read on to discover some online options that could be perfect for you. According to Aviva…
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The number of homeowners turning to equity release to boost their finances is on the rise. While accessing property wealth can be a useful way to supplement your other income, there are things you need to consider first. Equity release provides you with a way to access some of your property wealth while still being able…
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