Category Archives: News

In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its epic scenes, superb acting, and attention to detail. Director Peter Jackson brought the first of the trilogy to life, staying largely faithful to the source material from beloved author JRR Tolkien.  The author […]

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. You might have read in the news or heard that the ISA allowance is being cut or that tax will now apply to cash savings. While there is some truth in these statements, without further […]

A cashflow model isn’t a one-off exercise. If you want to use it to inform your financial decisions, regular updates are essential. A cashflow model is a visual representation of your wealth and how it might change in the future. While the result cannot be guaranteed, it could be a useful tool that helps inform […]

Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that might prevent you from repeating the error.  When you first think about why an investment decision was “bad”, the lower-than-expected investment returns may be what comes to mind. As you contemplate what led […]

Most people are confident they could spot a scam if they were targeted. However, it could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.  According to a survey from Which? (7 April 2025), 9 in 10 people believe they could identify a scam email or text. […]

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 130 episodes of the Financial Wellbeing Podcast.  Sometimes, we need to take something away in order to allow other […]

Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax? The shake-up is expected to lead to an additional 10,500 estates becoming liable for the tax in 2027/28, and around 38,500 estates will pay more tax due to the reforms1. As, under existing rules, pensions […]

Preparing to buy your second home might feel just as daunting as being a first-time buyer. You’ll often be juggling selling your existing home and searching for a new property at the same time. If you’re ready to move on from your first home, here are three things to keep in mind. 1. You’ll often […]

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently. According to a report covered by Today’s Wills and Probate (5 June […]

On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Read on to find out what it could mean for your finances. The Labour Party will need to decide on a new leader, […]