
Adapting to transformation – investing through global change
Investors face rapid change due to inflation, geopolitical uncertainty, AI and the energy transition IMF forecasts global growth of 3% in 2025, but warns of

Investors face rapid change due to inflation, geopolitical uncertainty, AI and the energy transition IMF forecasts global growth of 3% in 2025, but warns of

A third of people expecting £300k+ inheritance don’t fully understand IHT, risking lost family wealth Only 20% plan lifetime transfers, 22% avoid inheritance discussions and

Going outdoors for an energising walk can help bring clarity when making major financial decisions Focus on your long-term goals and make sure your decisions

Autumn offers a chance to take stock and review your pensions, savings and investments Establishing robust financial foundations is essential in times of economic uncertainty

The Autumn Budget may bring tax changes affecting pensions, IHT, savings and investments Speculation is high, but proactive planning can strengthen financial resilience ahead of

Financial independence means working becomes optional, not essential Diversifying income beyond pensions offers lasting security and freedom A clear plan helps you align your later

Gen X savers are cautious, with over £34k on average held in cash savings Less than a third also invest, risking long-term value erosion from

Nearshoring is rising as firms prioritise bringing supply chains closer to home Trump Tariffs’ have only underlined the need for companies to explore their options

1 in 6 people don’t know who their pension would go to if they passed away Cohabiting partners are especially at risk of missing out

Only 30% of those aged 30 to 34 and 34% of those aged 35 to 39 have enough life cover to protect their family Households
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Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.
© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.