Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.

Joining this year’s rush of “goldbugs” might seem tempting if growth predictions are to be believed, but investors must look at their portfolio in the round first.

Taking the time to review your financial plan is a real investment in the health of your wealth – and your peace of mind – so seize the opportunity this summer.

Women’s wealth management needs are an increasing focus for institutions and we highlight what our panel providers are doing to improve their prospects wherever we can.

Behavioural biases are unconscious, but can have a very real effect on your ability to achieve your investment objectives. Knowledge is power, so read on to find out which you are labouring under.

Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.

Not all wealth managers are alike, and there are plenty offering robust investment performance, competitive fees and great service. It pays to review your relationship, particularly if your provider has been in the headlines.

Investors are increasingly considering the environmental and social impact of how they deploy their capital, and there is no investor too small to help make a difference to the world’s biggest problems.

Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.