Investment Guides

In this guide we’ve explained what unit trusts are and how they’re managed, and highlighted some of the best performing funds on the market.

How to invest with a real estate investment trust (REIT)

A REIT is a property investment firm that in the UK is listed on a stock exchange. The purpose of a REIT is to generate a profit from its property portfolios and generate a return for its shareholders or investors.

A REIT is a property investment firm that in the UK is listed on a stock exchange. Find out more about how they generate money for their investors in our guide.

5 steps to becoming a buy-to-let landlord

If you already have a mortgage on your property but wish to convert it to buy-to-let, it's important to speak to your mortgage lender. Read on to find out more.

How to invest in gold

Investing in gold is an important part of a larger investment portfolio, especially as a form of diversifying your types of investment. We explain how to start investing in gold.

Investing in gold is an important part of a larger investment portfolio, especially as a form of diversifying your types of investment. We explain how to start

How to invest in shares

Find out more about how to invest in shares with our guide to the stock market and different ways to trade in shares.

A comprehensive guide to inheritance tax

Knowing what to do with an inheritance is vital if you want to make the most if it - find out more in our guide to managing money form an inheritance.

Managing your pension as a self-employed high earner

Saving for retirement can be challenging if you’re self-employed, but it’s important to build and manage wealth within your pension ready for retirement.

What is an investment platform?

Find out how to invest in shares and investment funds using an investment platform or fund supermarket. We explain how they work and how to choose which one might work best for you.

Find out how investment platforms work and what to think about before choosing one.

How does capital gains tax work?

Find out everything you need to know about capital gains tax in our comprehensive guide from Kellands Hale, our preferred independing advice firm.

Three benefits of starting a pension for your child or grandchild

In a world of rising costs, saving for retirement seems to be a difficult task for many young people

How to invest in commodities

Investing in gold is an important part of a larger investment portfolio, especially as a form of diversifying your types of investment. We explain how to start investing in gold.

Investing in gold is an important part of a larger investment portfolio, especially as a form of diversifying your types of investment. We explain how to start

How to spend an inheritance

If you’ve inherited a large sum of money, what’s the best way to manage it?

Investment glossary

Investing can be a complicated topic that sees a lot of specialised terms thrown around. If you’re unclear of what your adviser is talking about, read our guide.

Investing can be a complicated topic that sees a lot of specialised terms thrown around. If you’re unclear of what your adviser is talking about, read our guide

Why you need a financial plan and how a financial adviser can help

A financial plan helps to identify your financial goals and a financial adviser can help to make sure you have the right investments to suit your lifestyle.

What are government bonds?

What are Government bonds and how is your money being invested? In this guide we’ll also explain how Government bonds work and whether they are tax-free.

What are Government bonds and how is your money being invested?

Cryptocurrencies explained– what are the risks?

In 2021 approximately 2.3 million Brits held some form of cryptocurrency, up 400,000 holders when compared to the previous year according to the FCA. So what are cryptocurrencies, and given they are prone to crashes in value, what does the future hold for this form of investment?

What are cryptocurrencies, and given they are prone to crashes in value, what does the future hold for this form of investment?

Quantitative easing explained - and how to respond to changes

During times of consistent low economic growth, sometimes moving the Bank of England’s (BoE) base rate is not enough to elicit a positive response in the economy. This has led some central banks to adopt an alternative monetary policy called “quantitative easing”.

During times of consistent low economic growth, sometimes moving the Bank of England’s base rate is not enough to elicit a positive response in the economy.

What is stagflation and how does it affect you?

In 1965, Conservative politician Iain Macleod coined a term which would still be used decades later. Since then, whenever the term stagflation is used it creates a sense of fear among economists. Below we have explained what this is and how it affects you.

Whenever the term stagflation is used it creates a sense of fear among economists. Below we have explained what this is and how it affects you.

What is an ETF?

It is always important to diversify your portfolio to minimise your exposure to risk. This is why many investors prefer investing in an Exchange Traded Fund (ETF). Below we explain what this investment vehicle does and how you can use it to benefit your portfolio.

It is always important to diversify your portfolio to minimise your exposure to risk. This is why many investors prefer investing in an Exchange Traded Fund.

UK inflation explained - and how to deal with it

Whether you are looking to invest for your future, save for retirement, or find your perfect mortgage you have probably come across a term called inflation. With its widening effect, it is important to understand what inflation is, why it is necessary, and how it affects the economy.

Whether you are looking to invest for your future, save for retirement, or find your perfect mortgage you have probably come across a term called inflation.