Worldwide Financial Planning

Equity release, or lifetime mortgages are often badly misunderstood with the consequence of someone not taking action, and someone acting on half information or misinformation.

As Trump assembles his new government, investors will be keenly watching for indications of his policy priorities. How far his administration will go to deliver his promised tariffs and tax cuts, for example?

As the dust settles on this US election, the world is bracing for what a second Trump term could bring to the global economy. The market reaction so far has been something of a déjà vu, echoing the “Trump trades” of 2016 - US bond yields are rising, the dollar is strengthening, and equities are on an upward swing

Yes, taxation has increased on businesses and the wealthy, but this was nothing like as bad as had been predicted. Government spending has increased, but having laid the groundwork the chancellor has missed a once in a generation opportunity to do something truly different.

I covered the most cost-efficient way to buy a car in this column a couple of months back, and it’s quite apt that the appeal courts have just sided with consumers over the secret car loan commissions, a ruling which may rock some financial institutions further than some may think.

The update from the IMF is rare good news for the Treasury as it gets ready for next week’s Budget. The government appears to have overdone its efforts to pave the way for spending cuts and tax rises.