Category Archives: News

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, […]

Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years.  In a 2023 survey by Legal & General, 94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their […]

Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times is fear. Learning how fear influences investment decisions and how to master it could support your long-term success.  Fear could strike investors in multiple ways  There’s more than one form that fear can […]

Most people will have multiple financial goals they want to achieve. A common challenge is balancing these competing goals and understanding how to use your assets to work towards them. It’s an area that a financial plan could help you with. Over the last few months, you’ve read about short-, medium-, and long-term goals that […]

If you’re yearning for an adventure in retirement, this chapter of your life doesn’t have to mean putting your feet up and embracing a slower pace of life. Whether you’re keen to explore new destinations or try your hand at a new activity, there can still be adventures around the corner. While the stereotype of […]

Rental reform under the Renters’ Rights Act came into force on 1 May 2026. For landlords, it represents a significant change, so if you already have a property portfolio or are considering purchasing buy-to-let properties, it’s important to be aware of the reforms. The policy reforms are lengthy and cover a lot of areas, with […]

Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, and you might want to combine several different options. As part of your estate plan, you might want to consider who you’d like to benefit from your estate and how you will […]

When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part of some financial plans, the hidden benefits may be even more valuable to you. A financial plan isn’t only focused […]

Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Sticking to your current financial habits could mean you miss out on opportunities to enjoy your retirement, or even mean you risk using up your savings too soon. Read […]