An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as your funeral preferences or who you’d like to receive heirloom possessions. Once you’ve created an estate plan, it [...]

According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their main priority in retirement. Knowing how much income you’ll receive from certain sources can provide the certainty you need to enjoy retirement with greater confidence. There are several ways you might create [...]

The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and been encouraged to save your spare coins. As you get older, this extends into saving for university, saving up for a house, saving for retirement, [...]

Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many people put off writing a will for “another time” or decide to “sort it later”. But the reality is, none of us know when we’ll [...]

It’s not too late to book a holiday to explore a new destination in 2025. In fact, the colder months could be the perfect time to jet off to admire incredible winter vistas. If you need some winter destination inspiration, here are five options that could leave you in awe. [...]

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Read on to discover what factors may have affected the performance of your investments in August 2025. Hopes [...]

Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might also present some new challenges. Arranging a financial midlife MOT could help you overcome obstacles and feel confident as you [...]

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets out how your assets will be managed during your lifetime and distributed after your death. It might include writing a will or creating a trust [...]

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing your will is something you haven’t tackled yet, it could mean your assets are distributed in a way that doesn’t align with your wishes. [...]

From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has the potential to significantly affect your estate plan, so thinking about it now could be useful. While the policy change [...]

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning can help you reduce your tax bill, invest to get [...]

Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While people living longer is always good news, it also brings new challenges for your health and, crucially, your finances. Maintaining your physical and mental wellbeing over a longer life requires [...]