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Market Updates - Teachers Financial Planning Ltd

Market Update – March 2025

02/04/2025 Gemma Trantum

In March, US equities continued their painful downward trend in 2025. Investor concern over US tariffs is driving much of the downward movement. In the UK, this has been exacerbated by the weake[...]

A Short Guide to State Pension Top-Ups

26/03/2025 Gemma Trantum

If you are approaching retirement, it’s likely that the State Pension will form a significant portion of your future income. While it probably won’t give you a luxury lifestyle, it can pr[...]

How Wealth Management Can Help You Achieve Your Life Goals

26/03/2025 Gemma Trantum

Financial planning is the process we use to help you achieve your goals. A financial plan combines several different aspects, such as tax efficiency and risk management, to arrive at the best so[...]

Pension Drawdown: 6 Essential Tips

06/03/2025 Gemma Trantum

Pension drawdown has increased in popularity since the introduction of Pension Freedoms in 2015. While buying an annuity used to be the default option, more retirees are now seeking the flexibil[...]

Paying Off Debt vs Investing

06/03/2025 Gemma Trantum

If you have a lump sum or a regular amount to invest, you may be wondering about the best use of the money. Should you take the safe option and clear your debts? Or would it be possible to make [...]

Market Update – February 2025

06/03/2025 Gemma Trantum

February continues a recent trend of market uncertainty. Investors are navigating a world of geopolitical shifts, particularly due to President Trump’s stream of executive orders and foreign p[...]

How to Mitigate Capital Gains Tax in 2024-25

28/02/2025 Gemma Trantum

Capital gains tax (CGT) has been prominent in the headlines since the Autumn Statement on 30 October 2024. In that budget, the basic and higher rates increased on certain asset disposals, lea[...]

Market Update – January 2025

07/02/2025 Gemma Trantum

January has been full of key events that could define 2025. The UK faces muted growth in the months ahead, with questions hanging over the government’s legitimacy and tax agenda as the Spring [...]

How to Be a Disciplined Investor: A Short Guide

27/01/2025 Gemma Trantum

Once you understand the basics of investing, it’s easy to get started. But just as with a new healthy eating plan or fitness regime, you need to maintain your investment strategy for the long [...]

How ‘Gifts from Income’ Can Help an IHT Plan

27/01/2025 Gemma Trantum

As you grow older, it’s likely you will have surplus income. You’ll have income from your pensions and interest from your savings, while at the same time, your expenditure may be reduced. [...]

Market Update – December 2024

10/01/2025 Gemma Trantum

December has been a quieter month in the global stock market. The FTSE 100 has been relatively stable in the UK, whilst the US stock market has climbed due to greater optimism from the president[...]

Why Cash is Not Necessarily King

04/12/2024 Gemma Trantum

It’s always a good idea to hold some cash. It’s easy to access, and the value doesn’t fluctuate. Even speculative investors should keep some cash aside, split into the following main categ[...]

Market Update – November 2024

04/12/2024 Gemma Trantum

November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have shifted in response. Additionally, the impact of the[...]

7 Ways to Manage and Grow Your Wealth

04/12/2024 Gemma Trantum

Wealth offers freedom, choice, and the ability to live on your own terms. Without a lottery win, inheritance, or a ground breaking business idea, many people feel that real wealth is out of reac[...]

Anti-Greenwashing: New Rules to Help Green Investors

04/12/2024 Gemma Trantum

We’ve all seen companies jumping on the environmental bandwagon to make themselves look good. This makes it hard to choose if you want to be sure you’re investing ethically. Which products c[...]

How to Teach Financial Wisdom to Children

20/11/2024 Gemma Trantum

We all want our children to grow into successful and responsible adults. Passing exams and starting a career can help to get them on this path, but they don’t nurture many of the life skills w[...]

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