Taking control of your finances can be frightful. Complex rules that are easy to overlook could mean you fall for a “trick” when making financial decisions this Halloween, but a tailored financial plan could help you avoid falling for them.…
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There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive outcomes also emerged. Read on to find out what might have influenced your investment portfolio’s recent performance. Investors…
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Estate Capital have been nationally recognised once more What a year it has been, the 2025 Budget looms ever near, inflation remains persistently high at 3.8 per cent and those rate cuts the market had been pricing in might not…
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After more than five decades at the helm of Berkshire Hathaway, legendary investor Warren Buffett has announced he’s retiring at the age of 94. He’s credited with turning the failing textile maker into a successful holding company. In May 2025,…
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In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will rise from 55 to 57. So, if you hope to retire at 55, you might need to update your retirement…
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How do you judge whether an economy is sliding into a recession? Some unconventional theories suggest looking at the hemline of skirts or sales of ties could provide valuable insights due to patterns in consumer behaviour. According to finance corporation…
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Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their…
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The Crossing Point Investment Committee have made a number of changes to the Growth portfolios to reflect recent developments in global markets, valuations, and trade policy. Macro Environment & Key Themes The Trump administration’s broad tariff regime has created substantial…
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You might think of a financial safety net as something only useful when you face a shock, like an unexpected bill or being unable to earn an income. However, when you look at the wellbeing benefits, you might be surprised…
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