Posts by Kay Holden

How to prepare your loved ones for the “great wealth transfer”

Why “boring” investments could be exciting long term

The secret to a happy life

Investment market update: May 2025

The mortgage essentials you need to know when downsizing

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

Why defining “financial freedom” could help you achieve it

Financial protection: 3 useful questions to help you calculate appropriate cover
