Recent News

Maximise your tax allowances before 5 April

Tuesday, 18 February 2025 -

Significant changes to tax allowances in the 2024/25 tax year and further reductions expected in the future, planning ahead is key

Navigating life events and inheritance

Thursday, 13 February 2025 -

The prospect of receiving an inheritance plays a crucial role in shaping major life decisions for many UK adults

Building a diversified investment portfolio

Tuesday, 11 February 2025 -

Constructing a diversified investment portfolio is crucial for safeguarding your wealth against market fluctuations

Balancing motherhood and financial security

Thursday, 06 February 2025 -

Juggling daily responsibilities can often push long-term financial planning to the sidelines

Managing the menopause, a financial perspective

Tuesday, 04 February 2025 -

While much attention is given to the physical and emotional challenges, the financial implications of menopause often remain overlooked.

Enhancing your financial plans as you approach 50

Friday, 31 January 2025 -

While financial planning might not seem urgent, the steps you take now can significantly influence your retirement quality of life and overall financial security

How much financial security do you need for a happy retirement?

Tuesday, 28 January 2025 -

How much money is necessary to ensure happiness in retirement?

Start 2025 with a New Years wealth check

Friday, 24 January 2025 -

Like your car, your finances require consistent care and attention to keep running smoothly.

Planning your path to a fulfilling retirement

Thursday, 23 January 2025 -

Retirement should be the longest holiday of your life. Ensuring your finances are on the right track as you approach this new chapter is crucial.

Have you had a retirement conversation?

Thursday, 16 January 2025 -

Recent research highlights that half of those aged 55 and over have not discussed their desired retirement lifestyle with a partner or loved one[1].

Understanding the rising impact of Inheritance Tax

Tuesday, 14 January 2025 -
Married couples and registered civil partners have the option to transfer any unused portion of their IHT nil-rate band to the surviving partner, effectively doubling the threshold to £650,000.

Stay focused on your retirement goals

Thursday, 09 January 2025 -

Achieving a comfortable retirement requires thoughtful planning and foresight

Landscape of workplace pensions

Friday, 03 January 2025 -

Six in ten employees feel they are not saving enough for retirement, with a third experiencing anxiety when assessing the amount they have saved, the data shows[1

How does pension consolidation work?

Thursday, 02 January 2025 -
When you have several pensions, keeping tabs on each one’s investment performance, risk profile, and asset allocation becomes a complex chore.

Is it time to evaluate your financial landscape?

Tuesday, 31 December 2024 -
If your investment portfolio isn’t closely monitored, it may require a thorough review

Retirement readiness in your 50s

Tuesday, 31 December 2024 -

As you enter your 50s, it's an essential step is to clarify your retirement goals.

A safety net for uncertain times

Thursday, 26 December 2024 -

Struggling to keep up with your essential outgoings, such as mortgage and rent if you lost an income due to illness or an accident?

Please be aware these articles are for general information purposes only and correct at time of printing. We will not accept responsibility for any errors made or actions taken by any readers that have acted on the information contained. Answers given are for guidance only and specific advice should be taken before acting on any of the suggestions made. All information is based on our understanding of current tax practices, which are subject to change. Always remember when investing, past performance is not necessarily a guide to future performance and the value of some investment units can fall as well as rise.

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