All Updates

Having 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.

A financial plan could improve your long-term wellbeing and help you live the life you want. Read about three key steps towards creating a financial plan, and why beginning with what brings you joy and meaning can lead to better outcomes.

Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is a wealth tax. Find out how a wealth tax could work in the UK.

Your midlife can be an exciting time. It might also present some new challenges, such as retirement planning with a partner or supporting elderly relatives. Arranging a financial midlife MOT could help you overcome obstacles and feel more confident as you prepare for the next chapter.

From April 2027, pensions are expected to fall within your estate. This may mean reviewing your estate plan or that you need to consider Inheritance Tax for the first time. Find out more about the policy change and why it could affect your legacy.

Findings from the Office of Budget Responsibility suggest changes to the State Pension could be introduced to reduce government outgoings. Find out why, what options the Labour government may be weighing up, and how they might affect your retirement plans.

While many people live independently later in life, planning for potential care costs could provide you with more options should you need support. Read about some of the ways you might make care part of your long-term financial plan, such as using assets to create a regular income or considering property wealth.

The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.

There’s a certain comfort in holding cash savings. However, looking at a wider range of options and investments could help you see higher returns. Find out why.

More than half of pension holders don’t know how they can access their savings when they retire. Find out more about annuities, flexi-access drawdown, and withdrawing lump sums to understand which option could be right for you.

Life is often unexpected, and your financial plan should be updated to reflect changes to your circumstances or goals to ensure it continues to reflect your needs. Read about four reasons why you might want to schedule an extra financial review.

The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news. While it can feel tempting to respond to attention-grabbing headlines, it might lead to decisions that aren’t right for you or don’t align with your long-term financial plan.

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.

Experts previously expected mortgage interest rates would fall this year. Yet, trade tariffs imposed by the US could lead to inflation rising and, potentially, interest rates increasing. Find out why and what it could mean for your mortgage.

Did you know the interest your savings earn could be taxed? As tax thresholds are frozen and interest rates are rising, more savers are set to be hit by an unexpected tax bill. Find out when your savings could be taxed and how you might reduce your liability.

Creating an estate plan can be difficult in any circumstances, but it might be particularly challenging if you have a young family member to consider. If you do, naming a guardian in your will and using a trust to pass on assets to them could be valuable.

When looking at investments, you may have heard the term “diversification”. It’s often an important part of an investment strategy, so if you’re unsure what it means or how it works in practice, read on as we explain what you need to know.

As tariffs continued to cause market uncertainty in April 2025, your investments may have experienced volatility. Find out what happened and other factors that may have affected your portfolio.

Several types of financial protection might provide a valuable safety net for you and your family if you experience an unexpected event. Read about the key options you might want to weigh up that could offer you peace of mind.

If you’re worried about what the future holds for your finances, financial planning and cashflow modelling could help you answer “what if?” questions. This useful guide explains how it works and why it could boost your long-term confidence.

Around 1 in 5 people in the UK fell victim to a scam in 2024. AI technology means it could be easier than ever for fraudsters to lull you into a false sense of security. Read about some of the techniques scammers could use to part you from your money.

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.

Global uncertainty means your investments and the wider market may be experiencing more volatility than usual. While it might be difficult to do so, remaining calm and focusing on your investment strategy is often a long-term approach that makes financial sense.

A survey suggests just 8% of people have registered a Lasting Power of Attorney. For some, it means decisions, like being discharged from the hospital, are delayed because there isn’t someone to act on their behalf. If you haven’t named an attorney, find out how it could improve your security.

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.

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.

Cryptocurrency accounted for more than 40% of all investment scams reported in 2023. So, if you’re thinking of learning more about the asset, it’s important to be cautious and aware of the potential signs of a scam.

The messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing headlines. While you might not be passing on assets that rival Murdoch’s, conflicts can still arise and being proactive might help you avoid them.

The average Brit takes 10 months to choose life insurance. Yet, it could leave their family exposed to financial hardship if the worst should happen. Discover why you should make reviewing life insurance options a priority.

While headlines painted a gloomy picture of market conditions due to trade tariffs and geopolitical uncertainty, there were highs for investment markets in February. Discover some of the factors that may have affected the performance of your investments.

A survey suggests that over-50s are consistently overlooking potential financial shocks when creating a retirement plan. While you might feel financially secure as you near the milestone, there are still risks that could derail your long-term financial security.

Even if you feel comfortable managing your finances, sometimes the mental load of doing so could mean you don’t enjoy the things that are important to you. Working with a financial planner could help put your mind at ease.

Around 12% of UK adults have invested in cryptoassets, according to the Financial Conduct Authority. Understanding what the term means, and the risks associated with investing in these types of assets could be valuable

Being part of a crowd can be comforting. However, following trends when you’re investing could lead to decisions that aren’t right for your goals and circumstances. Find out why standing out could be a good thing.

If the value of your estate is more than £2 million when you pass away, the threshold for paying Inheritance Tax (IHT) could be lower than you think. It might leave your loved ones with a larger tax bill than you expect. Find out what you need to know about IHT thresholds.

Around half of business owners aren’t regularly contributing to a pension. While you might plan to use your business to fund your later years, a pension could still be a good idea and provide you with greater flexibility when you’re ready to retire.

The State Pension is often an important part of retirement plans as it provide a reliable income. Discover how you can ensure you’ll receive the full new State Pension, whether you’re retiring this year or the milestone is still years away.

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive news for investors too. Find out what factors may have affected the performance of your investments.