Blog
Sep 2026
Why viewing your lifestyle goals as an experiment could lead to success
A recent article in the Guardian suggests that approaching lifestyle goals with an “experimental mindset” may be the key to not only setting goals that actually stick, but also to identifying the goal that’s right for you, not just a copy-paste of something that worked for somebody else.
Sep 2026
Are you supporting adult children? Here’s why it should be part of your financial plan
A growing number of families are financially supporting their children or grandchildren as they navigate adulthood. A financial plan could help you understand the impact on your finances now and in the future.
Sep 2026
6 useful tips for avoiding headline-driven decisions ahead of the Budget
The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. Already speculation about what will be announced is rife. Here’s how to avoid headline-driven decisions.
Sep 2026
The psychology behind favouring cash instead of investing
Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Discover some of the reasons why cash might feel safer and the potential impact of overlooking investing.
Aug 2026
Business owners: Selling your business isn’t the finish line
Selling your business is often a goal you’ve been working towards for years. But viewing it as the finish line, rather than the start of a new journey, could lead you to overlook steps that make the next chapter of your life more enjoyable.
Aug 2026
Explained: When Inheritance Tax could apply to gifts
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know.
Aug 2026
Why spotting a financial scam could be harder than you think
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.
We're here to help
Page Kirk Financial Services LLP is authorised and regulated by the Financial Conduct Authority.
You can find Page Kirk Financial Services LLP on the FCA register here. Registered in England and Wales. Company number: OC352712. Registered office: 7 Gregory Boulevard, Nottingham, Nottinghamshire, NG7 6LB.
The Financial Conduct Authority does not regulate cashflow modelling. Investments may fall as well as rise, you may not get back what you put in.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
© Page Kirk Financial Services 2026. All Rights Reserved
Production