Spring Statement Report 2024

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An update on the Chancellors latest Budget highlights, economic updates and tax measures. Download your copy here

Key Dates for your finances in 2024

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As we say goodbye to 2023 and welcome 2024, now’s the perfect time to make sure you’re fully prepared for the financial year ahead. To make it easy, we’ve summarised the key financial dates to put in your diaries: January February March April – Lifetime allowance will be axed in April. – Minimum age to open […]

Key Dates for your finances 2023

As we say goodbye to 2022 and welcome 2023, now’s the perfect time to make sure you’re fully prepared for the financial year ahead. To make it easy, we’ve summarised the key financial dates to put in your diaries: January March April July October November Your financial plan could be impacted by these key dates. […]

Get Savvy Against Financial Scammers

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Retired teachers Paul and Mary are devoted parents and grandparents to their three children and eight grandchildren. As their family started to grow, they decided they wanted to begin saving for their grandchildren’s future. Disappointed with the returns from their savings accounts, they decided to look into other investment opportunities. After comparing a number companies […]

Omnis Investor Update – Economic Cycle – Highlights

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In our latest Investment video, we hope to help you understand that the situation we’re currently living in is just a really complex economic cycle, with really distinguishable phases which can be studied and analysed. In particular, we have split these last years in each stage: MID-STAGE: Pre-pandemic LATE STAGE: Pandemic and current times RECESSION: […]

Talking to kids about the value of money

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Talking to kids about the value of money After seeing their six-year-old son’s birthday list, Liz and Dan have realised it’s high time they started teaching Archie about the value of money. It’s true they both have reasonably well-paid jobs and only the one child but, even so, a Saint Bernard puppy, a quad bike, […]

Omnis Investment Perspectives Update

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In the face of soaring inflation, rising interest rates and disruption to global supply chains, it’s been a bumpy ride for investors so far this year. Here we give our views on some of the questions investors have about markets at the moment and explain why it’s important to maintain composure and look for opportunities. […]

Investing for your children’s future

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As parents to four children ranging in age from three to 12 years old, Rachel and Samantha were horrified to hear on the news that a quarter of 20-to-34 year olds still live at home with their parents. As much as they love their kids, the idea they might still be a permanent fixture around […]