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Jul 2025

Why “boring” investments could be exciting long term

While investing may seem exciting in the media, a “boring” approach could deliver higher returns over a long-term time frame. Find out why and how it could create opportunities for exciting lifestyle decisions in the future.

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News

Jul 2025

Planning for care: The costs you might need to make part of your financial plan

Many people in the UK need to pay for at least a portion of their later-life care if it’s required. So, if you haven’t already considered potential care costs as part of your long-term plan, find out how much it could be and why it’s important to factor in.

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News

Jul 2025

The secret to a happy life

Research from Harvard spanning decades found that the secret to a happy life is the quality of your social connections. Find out more about the fascinating study and how you could incorporate the findings into your financial plan.

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News

Jun 2025

10 indulgent recipes to celebrate World Chocolate Day

World Chocolate Day is on 7 July 2025, and is the perfect excuse to indulge in a sweet treat. Read on to discover how chocolate could benefit your health, and 10 delicious recipes to try.

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Uncategorized

Jun 2025

Should you choose a Cash or Stocks and Shares Junior ISA for your child?

A Junior ISA (JISA) can provide an effective way to build a nest egg for your child. One important question for parents to consider is whether to save or invest using a JISA. Find out what you need to know about Cash and Stocks and Shares JISAs, and read questions that could help you decide which option is right for your needs.

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News

Jun 2025

Top tips to help you avoid financial scams after the M&S data breach

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News

Jun 2025

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

Gifting from your surplus income is an often-overlooked estate planning option that could help reduce the amount of Inheritance Tax your family pays on your death.

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News

Jun 2025

Why defining “financial freedom” could help you achieve it

Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a tailored financial plan that turns it into a reality.

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News

Jun 2025

Financial protection: 3 useful questions to help you calculate appropriate cover

Financial protection could help you overcome an unexpected shock. However, it’s essential that the level of cover you choose is right for your circumstances. Discover three key questions that could help you calculate what’s right for you.

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News

Jun 2025

How to improve your financial resilience

Engaging with your finances could improve your financial resilience by identifying what’s important to you and changing how you approach money. Read some practical tips that could give you a new perspective.

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News

Apr 2025

6 English vineyards and wineries to visit this summer

English Wine Week aims to encourage more people to discover and enjoy English wines. So, it’s the perfect reason to visit some of the best vineyards and wineries around the country this summer.

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News

Apr 2025

Essential estate planning steps that could protect young family members

Creating an estate plan can be difficult in any circumstances, but it might be particularly challenging if you have a young family member to consider. If you do, naming a guardian in your will and using a trust to pass on assets to them could be valuable.

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