Research suggests that impact investment portfolios could be well-positioned to defy recessions. Discover what impact investing is and which characteristics could help deliver long-term returns.

Research suggests that impact investment portfolios could be well-positioned to defy recessions. Discover what impact investing is and which characteristics could help deliver long-term returns.

Legendary investor Warren Buffett has announced he’s retiring after more than five decades leading successful holding company Berkshire Hathaway. While Buffett has access to a huge number of resources, many of his insights are beneficial for ordinary investors, including the value of focusing on the long term.

Using AI or taking a DIY approach to writing your will could mean your assets aren’t distributed in a way that aligns with your wishes. Discover some of the key reasons why working with a solicitor could be valuable, from minimising mistakes to reflecting your financial plan. 

The “normal minimum pension age” is rising from 55 to 57 in April 2028. It could mean you’re unable to access your pension savings on your planned retirement date. Find out what you need to know and the steps you could take to keep your retirement plan on track.

A financial safety net can be incredibly valuable when you face an unexpected event. However, the wellbeing benefits can go beyond that by offering you peace of mind even when you’re plans are on track.

Once described as the “eighth wonder of the world”, compounding could be key to building wealth and reaching your lifestyle goals. However, if you don’t understand how it works, it might be a missed opportunity or even harm your finances. Read this insightful guide to find out why you need to know what compounding is.

US tariffs and growing uncertainty in Ukraine led to volatility in investment markets in March 2025. Find out what else may have affected the performance of your investments.

Equity release could unlock some of your property wealth to fund retirement or other large expenses. While it can be tempting to start planning how you’ll use the money, there are some key things you need to know first.

The fear of running out of money in retirement might mean you hold back plans and can’t fully enjoy this stage of your life. Read about five strategies that you might use as part of your retirement plan to reduce the risk of spending too much too soon and achieve peace of mind.

From April 2027, pensions will likely be included in estates when calculating Inheritance Tax liability. The potential upcoming change has led to more than half of UK adults planning to adjust their retirement or estate plan. If you’re concerned, there are options, but it’s important to take the time to understand the potential implications.  

According to a survey, you need an annual income of £213,000 to be considered “wealthy”. While financial abundance is often associated with wealth, other areas of your life might contribute to a rich life too, so redefining how you think about wealth could be valuable.

You might associate a financial plan with being more frugal. Yet, there are times when spending more could make sense, especially if it supports your goals and wellbeing. Find out why your financial plan could encourage you to increase your outgoings.

The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25. 

The end of the tax year is approaching and some key allowances will reset. Find out more about five useful tax allowances that could reduce your overall tax bill and form part of your financial plan.

The end of the tax year is approaching and some key allowances will reset. Find out more about five useful tax allowances that could reduce your overall tax bill and form part of your financial plan.

When you’re planning your retirement, there might be some “known unknown” factors you need to consider, such as how inflation may affect your income needs. Discover three variables that could change your sustainable pension withdrawal rate.

Research seeking to uncover the secret to happiness in retirement has found a common theme – financial stability. For many, that doesn’t mean generating huge sums, but understanding their income. Discover some of the reliable income sources you might receive in retirement and how financial planning could help.