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These articles are provided for historical reference only. They reflect the information, regulations, and market conditions at the time of publication and may now be outdated. The content is not intended to be used as a basis for financial decisions and does not constitute current financial advice.

3 ways behavioural bias could affect your approach to estate planning

9th September 2025

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

How behavioural bias could affect your view of existing investments

9th September 2025

When you make investment decisions, you know they should be based on data, logic, and careful analysis. Yet, the choices you make are often influenced by behavioural biases, and these psychological tendencies could even cloud

6 reasons why your mortgage application could be rejected

9th September 2025

For many in the UK, owning a home remains a major life goal. Indeed, a survey presented by the Financial Conduct Authority (FCA) reports that 55% of non-homeowners aspire to buy in the future. Despite

What could a Labour wealth tax look like?

9th September 2025

Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is the introduction of a wealth tax. In August 2025, the BBC reported that the

How pension and Inheritance Tax policy changes could affect your legacy

9th September 2025

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

5 challenges a financial midlife MOT could help you overcome

9th September 2025

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.

Guide: Revealed: The value of financial planning

27th August 2025

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

When is the right time to fix your mortgage interest rate?

5th August 2025

There’s speculation that the Bank of England (BoE) will cut the base interest rate further in 2025. Read on to find out why the central bank’s decision could affect you and what to consider when

How a protection gap could leave older workers facing financial challenges

5th August 2025

Older workers could find they’re more exposed to financial shocks because financial protection doesn’t meet their needs. Read on to find out if a protection gap might affect you and how you could close it.

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