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Autumn Budget 2026 Predictions

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Autumn Budget 2026 Predictions

Posted 05.10.26

What could change for pensions, ISAs and tax? By Celtic Financial Planning | Information checked: 20 September 2026 The Autumn…

Quarterly Market Update

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Quarterly Market Update

Posted 14.09.26

Quarterly Market Update Welcome to the September 2026 issue of Quarterly Market Commentary covering June, July and August from Celtic…

Time to Review Your Finances?

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Time to Review Your Finances?

Posted 07.09.26

Is September the ideal time to review your finances? January gets all the glory when it comes to fresh starts.…

AI Market Crash

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AI Market Crash

Posted 02.09.26

Could an AI bubble trigger the next stock market crash — and what should investors do about it? Artificial intelligence…

Can I Retire Early?

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Can I Retire Early?

Posted 24.08.26

For many people, the ultimate financial goal isn’t simply building a bigger pension. It’s reaching the point where work becomes optional.…

Ready for Retirement?

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Ready for Retirement?

Posted 13.08.26

If someone asked you right now whether you’re on track for the retirement you want, what would you say? For…

Big ISA Changes Are Coming

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Big ISA Changes Are Coming

Posted 08.07.26

If you’ve been happily tucking money away into a Cash ISA each year, enjoying tax-free interest with no fuss, there’s…

Quarterly Market Update

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Quarterly Market Update

Posted 16.06.26

Quarterly Market Update Welcome to the June 2026 issue of Quarterly Market Commentary covering March, April and May from Celtic…

Values‑Based Investing

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Values‑Based Investing

Posted 05.06.26

A B‑Corp’s Guide to Aligning Wealth With Purpose As conversations around climate change, social justice and corporate ethics move into…

AI Risks for Financial Planning

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AI Risks for Financial Planning

Posted 16.04.26

AI tools like ChatGPT are powerful, but they can't replace professional financial advice. Here's why human expertise still matters.

Tax Allowances for 26/27

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Tax Allowances for 26/27

Posted 09.04.26

Now we’re into the new tax year, it’s a good time to take stock of the allowances available to you.

Spring Budget 2026

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Spring Budget 2026

Posted 06.03.26

On Tuesday, 3 March, Chancellor of the Exchequer Rachel Reeves delivered the latest Spring forecast statement.

The Middle-East Conflict

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The Middle-East Conflict

Posted 03.03.26

The US and Israeli strikes on Iranian military targets over the weekend mark a significant escalation in a conflict that…

Ready for Tax Year-End?

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Ready for Tax Year-End?

Posted 22.01.26

The end of the tax year always seems to sneak up on us. But with a little forward planning, you…

Quarterly Market Update

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Quarterly Market Update

Posted 11.12.25

This quarter started with a tough period for global markets, as investor confidence was shaken by persistent inflation and the…

Making the Most of S&S ISAs

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Making the Most of S&S ISAs

Posted 09.12.25

When it comes to saving and investing for the future, choosing the best place for your money can feel overwhelming.…

How to Structure a £500,000 Investment Portfolio

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How to Structure a £500,000 Investment Portfolio

Posted 23.09.25

When it comes to managing a substantial investment portfolio, like £500,000, it’s not simply about picking the right funds. It’s…

Quarterly Market Update

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Quarterly Market Update

Posted 16.09.25

This commentary covers the significant challenges faced by the global economy during March, April, and May 2025, shaped by a…