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New to Investing

Want to know more about investing for beginners? Here you’ll discover a wealth of information to help get you started – from the very basics through to some ‘best practice’ ideas.

The Wealthify guide to saving a lump sum

Created on: 30/11/2023

Updated: 04/12/2023

Whether you’re investing an inheritance or a bonus from work, knowing what to do with a lump sum can sometimes feel daunting. Thankfully, our handy guide is here to help you make the most of a lump sum investment.

Is ‘lifestyle creep’ stopping you from saving?

Created on: 04/08/2023

Updated: 08/09/2023

Getting a pay rise is up there with one of the best feelings you can experience. But if you’re not saving any extra money – despite the bigger paycheck – then you may have fallen victim to ‘lifestyle creep’. Here’s what it is, why it happens, and what you could do to combat it.

Why a Stocks and Shares ISA is a different kettle of fish

Created on: 15/06/2023

Updated: 11/10/2023

Learn what makes a Stocks and Shares ISA different to other financial products — and how it could help you build your pot of money over time.

Fear of investing: Dispelling investment myths as new research shows 66% of Brits are nervous about investing

Created on: 25/05/2023

Updated: 17/08/2023

Research reveals that preference to put money in a savings account was one of the main investment barriers, with 85% of Brits sharing this belief.

When does the new tax year start and how could you prepare for the changes it could make to your finances?

Created on: 10/04/2023

Updated: 16/08/2023

The new tax year can bring with it many changes – from the cost of things like your water bill and council tax, to your annual tax-free allowance limits. Here are some things that you could do to prepare for it.

Why does the tax year start in April ?

Created on: 05/04/2023

Updated: 06/04/2023

We talk about tax year end and 'ISA Season' a lot at Wealthify, but we've never really thought about why we start the tax year on the 6th April. So we did a little digging.

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How much is the Capital Gains Tax Allowance? What the change could mean for investors — and why an ISA could be your new best friend!

Created on: 17/03/2023

Updated: 02/06/2023

On 6th April 2023, the UK’s Capital Gains Tax allowance was reduced from its previous rate of £12,300 a year. Read this blog to find out what changed, and what exactly this could mean for you and your investments.

The ever-expanding sustainable fund universe

Created on: 03/03/2023

Updated: 14/03/2023

The concept of sustainable investing has come a long way since the Brundtland Report was published in 1987, when financial decisions were more detached from long-term value creation and social impact.

How to save money and the planet

Created on: 30/01/2023

Updated: 28/08/2023

Because it doesn’t have to be one or the other – being more eco-friendly doesn’t have to cost you the Earth. Here are some simple changes that could help you make a difference.

How to set financial goals that are actually achievable!

Created on: 23/01/2023

Updated: 22/08/2023

If you want to be smarter with your money and set yourself up for the future, having clear financial goals could be beneficial. But what’s most important is ensuring the ones you set are the right ones for you. Here’s some tips to help you do just that.

Saving tips: how to become a saver, not a spender

Created on: 13/01/2023

Updated: 22/08/2023

Do you feel like it’s simply not in your nature to tuck money away? The good news is that even if you are more of a spender, there are some things you can do to become a saver this year. Here are some tips to help you start building your savings.

You’ve survived a stock market drop! What next?

Created on: 14/10/2022

Seeing the value of your investments fall can be uncomfortable and scary. So, if you're coming out the other side of a market drop, then what happens next?

How much should I pay into my pension?

Created on: 24/08/2022

Updated: 18/09/2023

Chances are, at some point you’ll have wondered how much you should pay into your pension to enjoy a comfortable retirement. But this will depend on what kind of retirement you'd like.

Are forgotten subscriptions wasting your hard-earned money?

Created on: 12/08/2022

Updated: 28/08/2023

Looking for ways to save money? Our research has found that 5.5 million Brits don’t know how much they’re spending on subscription services each month, with many of us paying for services we don’t use or have simply forgotten about.

Diversification, Bears & FAANGs

Created on: 04/08/2022

Updated: 27/10/2022

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