News - Teachers Financial Planning

The Autumn Budget 2025

01/12/2025 Gemma Trantum

There had been much speculation about this budget. Finally, Chancellor Reeves has delivered her plan for the UK economy on 26 November 2025. The budget includes tax rises and key commitments on bor[...]

What Does a Healthy Portfolio of Funds Look Like?

11/11/2025 Gemma Trantum

If you read the financial press, you will see a lot of speculation about what you can, or should, invest in. Social media is no different, with stock tips and investment forums building significant on[...]

A Short Guide to Wealth Preservation in Retirement

11/11/2025 Gemma Trantum

A secure pension income for life is no longer a reality for most people. Whilst some retirees are fortunate enough to have built up a substantial defined benefit pension, the majority will need to man[...]

Market Updates - Teachers Financial Planning Ltd

Market Update – October 2025

05/11/2025 Gemma Trantum

Global markets continued to make steady progress through October, with stock market indexes around the world reaching new record highs. Investors have been willing to look past some mixed economic dat[...]

Futureproofing Your Estate: Trusts Explained for 2025

24/10/2025 Gemma Trantum

The UK’s tax code system is notoriously complicated. Indeed, now standing at over 21,000 pages, our code is the longest in the world. Little wonder people feel confused! This is especially true w[...]

The Importance of Financial Planning

13/10/2025 Ged O'Neil Bell

The story of the Vanderbilt family in the United States from their meteoric rise, unparalleled affluence, and subsequent decline - serves as one of history’s most famous cautionary tales. By explori[...]

Market Update – September 2025

08/10/2025 Gemma Trantum

Global markets continued to deliver strong growth in September, most notably in the US, UK and Asia. Many indices reached record highs - riding on positive indicators, such as decisions by central ban[...]

Retirement Ready: Key Pension Changes You Shouldn’t Ignore

23/09/2025 Gemma Trantum

The British pension landscape is changing: a rising State Pension age, new rules about the lifetime allowance (LTA), new inheritance tax (IHT) rules about pension pots, and more. To help you avoid [...]

Financial Wellbeing: Tips for Stressing Less About Money

23/09/2025 Gemma Trantum

Around one-third of the UK population (approximately 17 million people) expects their finances to worsen by the end of 2024. The main reason cited (38%) is the soaring cost of essential items such as [...]

How Should I Invest a Large Cash Windfall?

08/09/2025 Gemma Trantum

Coming into a large cash windfall is exciting, but it can also be overwhelming. This is especially the case if it is unexpected – for example, a lottery win requires an entirely different perspec[...]

The Later Life Planning Blues – Why So Many Brits Are Feeling Stress...

08/09/2025 Gemma Trantum

A study indicates that almost three-quarters of people in the UK are worried about retirement. They worry that they won’t have enough money to do everything they want to do, but also that their mone[...]

Market Update – August 2025

05/09/2025 Gemma Trantum

Market indices have been reaching new highs worldwide. Investors are taking comfort in many encouraging economic signs in the UK. The UK economy is facing challenges, however, including rising inflati[...]

Should You Treat Children Equally in Your Will?

15/08/2025 Gemma Trantum

When you are writing your will, the default option is usually to leave your estate to your spouse, then to your children in equal proportions. But what if your family situation doesn’t fit into t[...]

How to Spot a Dog Fund

13/08/2025 Gemma Trantum

Investing has never been easier, even for beginners. We have detailed information and analysis accessible at the touch of a button. Investment platforms are widely available and provide access to fund[...]

Market Update – July 2025

06/08/2025 Gemma Trantum

The UK economy is grappling with a £41.2bn miss in balancing day-to-day spending. Despite strong Q1 GDP growth, recent signs of a slowdown and rising inflation complicate the Bank of England's decisi[...]

A Short Guide to Alternative Investments

18/07/2025 Gemma Trantum

A typical investment portfolio holds four main asset classes: listed equities, property shares, fixed interest securities and cash. Traditionally, all four asset classes behaved differently, depend[...]

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