Your home is likely to be one of the largest assets you own. So, you might be thinking about gifting it to your children to avoid a potential Inheritance Tax bill. Find out what legal and tax considerations you might need to weigh up first.
Read MoreWhen reviewing your investments to consider how they align with your values, negative screening, where you exclude businesses that operate in certain industries, might seem straightforward. However, it could lead to you excluding more companies than you intend and present some investment challenges.
Read MoreLeaving a gift to charity in your will is a lovely legacy, supporting causes close to your heart. It could even help to lower your Inheritance Tax liability, too. Find out more.
Read MoreRetiring should be a milestone you look forward to. Sadly, research shows UK adults associate spending their retirement savings with negative words, and it could mean they aren’t able to enjoy the next chapter of their life. A tailored cashflow model could turn anxiety into excitement.
Read MoreAlmost half of workers aged over 50 are already phasing into retirement or would like to do so in the future. Find out why a gradual approach to retirement could be attractive, along with some of the options that could allow you to do so.
Read MoreHaving a will in place means your estate will be dealt with according to your wishes, and there are other important reasons to write a will too. Find out more about making a will, as well as setting up a Lasting Power of Attorney, in this useful guide.
Read MoreFinancial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. Read this insightful guide to discover the key benefits of working with a financial planner, from helping you define your priorities to growing your wealth.
Read MoreAverage life expectancies have increased significantly in recent years. While this is good news, it could present challenges for your health and your finances. This practical guide looks at some of the wellbeing steps you might take so you can enjoy your later years and key considerations when you’re creating a long-term financial plan.
Read MoreResearch 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.
Read MoreResearch 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.
Read MoreLegendary 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.
Read MoreUsing 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.
Read MoreThe “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.
Read MoreA 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.
Read MoreOnce 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.
Read MoreUS 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.
Read MoreEquity 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.
Read MoreThe 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.
Read MoreFrom 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.
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