Worldwide Financial Planning

Nearly 500,000 people still have a mortgage after retirement and research shows they have a home worth £320,000 and a household income of £30,000. For some that income is enough, for others it’s not.

Trump is yet to announce his choices for the key economic jobs but many of his selections so far are from outside the political mainstream and show a more radical approach than in his first term.

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.