Category Archives: News

6 estate planning lessons you could learn from the Murdoch family dispute

A father and son having a serious conversation.

The Murdoch family’s messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing headlines. While your affairs might not be in the spotlight, the case offers some useful insight into how to avoid family disputes. Following his second divorce in 1999, Rupert Murdoch established a trust […]

Why ongoing financial advice could ease your mental load

A couple cycling together on a road.

Handling finances is a part of life and something that most people do, but that doesn’t mean it isn’t stressful. Indeed, many people don’t feel confident making financial decisions, and financial advice could ease their mental load. Even when you’re relatively comfortable, managing your finances can be a cause of concern. Indeed, you might find […]

Guide: 7 allowances you might want to use before the end of the 2024/25 tax year

When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the 2024/25 tax year ends, might help your money go further. It’s important to understand which allowances fit into your financial plan and suit your goals. So, this guide could help you […]

Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

A grandfather and grandson playing with a toy plane outdoors.

Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family and friends. If your estate is worth more than £2 million, the potential IHT bill might be higher than you expect. Read on […]

Job hopping could be the key to boosting your retirement income

Two women shaking hands in an office.

The secret to saving more for your retirement could be regularly switching jobs, figures suggest. In fact, according to FTAdviser in November 2024, those who frequently take new career opportunities have more saved for retirement. For many workers, gone are the days of a job for life. Instead, employees are switching jobs more frequently than […]

5 ways financial planning could help you emotionally prepare for retirement

Two people in their 60s using weights in a gym.

While financial challenges often come up when those nearing retirement are asked about their concerns, emotional obstacles could be just as important. A financial plan might include looking at areas like your pensions and investments, but it could help you emotionally prepare for retirement as well. Here are five ways a financial plan could improve […]

How to stop following the investment crowd and stick to your strategy

A crowd of people crossing a road.

We’re only weeks into 2025, and it’s already been one filled with market volatility and uncertainty. At times like this, being part of a crowd might feel comforting, but following the investment decisions of others could lead to choices that aren’t right for you. Political and economic uncertainty means investors may already have experienced the […]