Posts by Jason McConkey

Why your financial plan could benefit more than you by creating a legacy

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10 financial tasks to complete this year to head into 2025 feeling confident

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Your Autumn Budget update – the key news from the chancellor’s statement

The chancellor has delivered the Labour government’s first Autumn Budget. Here’s a useful summary of the key measures Rachel Reeves announced in her statement

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Inheritance Tax: How does the UK compare internationally?

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Could a financial plan give you the confidence to retire sooner?

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Investment market update: September 2024

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Guide: Your retirement choices: How to generate an income in later life

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Investment market update: August 2024

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Study: Greater freedom means money can buy happiness

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Inheritance Tax: The basics you need to know about the “death tax”

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Investment market update: July 2024

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Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

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