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News

Investment market update: May 2025

18 June 2025

Uncertainty continued to lead to market volatility in May 2025. However, there was some good news for investors as some markets recovered the…

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9 stunning beaches to explore in the UK this summer

18 June 2025

As the weather starts to get warmer, you might be dreaming of a day at the beach. Although we can’t guarantee sunshine in…

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Three generations of family cooking in the kitchen

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

18 June 2025

According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT) paid to HMRC…

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A woman under an umbrella.

4 steps that could recession-proof your retirement

18 June 2025

If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In February 2025,…

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How technology could be harming your investment decisions

18 June 2025

Technology has made it easier than ever to invest and review the performance of your portfolio. Yet, it could also be harming your…

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What is the Yen carry trade and why has the Bank of Japan upset the markets?

8 August 2024

Understanding the Yen Carry Trade and Its Impact on Market Volatility The world of finance is filled with complex terms and strategies, and…

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We are an Independent Financial Adviser based near Poole, Dorset, providing independent financial advice to companies and individuals.

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Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
01202 622223
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Please note that all the information provided in this website is for UK residents only. The information provided should not be construed as advice. Apex CB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA registration no 507964. Registered in England company no. 0508293.

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