Blog
Mar 2025
3 retirement financial shocks that could affect your finances
A survey suggests that over-50s are consistently overlooking potential financial shocks when creating a retirement plan. While you might feel financially secure as you near the milestone, there are still risks that could derail your long-term financial security.
Mar 2025
Behavioural bias: 5 cognitive biases that could affect your finances
Sometimes processing errors called “cognitive biases” could affect how you view and use information. When you’re making financial decisions, these could lead to outcomes that aren’t right for you. Discover how five common cognitive biases might affect you.
Mar 2025
How financial planning could help you overcome decision paralysis
Around half of adults in the UK have delayed important tasks because they feel overwhelmed. Whether you’re putting off making decisions because there’s too much information to process or you’re worried about making the “right” choice tailored financial planning could help.
Feb 2025
Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25.
Feb 2025
Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect
If the value of your estate is more than £2 million when you pass away, the threshold for paying Inheritance Tax (IHT) could be lower than you think. It might leave your loved ones with a larger tax bill than you expect. Find out what you need to know about IHT thresholds.
Feb 2025
Business owners: 5 reasons you could benefit from saving into a pension
Around half of business owners aren’t regularly contributing to a pension. While you might plan to use your business to fund your later years, a pension could still be a good idea and provide you with greater flexibility when you’re ready to retire.
Feb 2025
State Pension: Everything you need to know in 2025/26
The State Pension is often an important part of retirement plans as it provide a reliable income. Discover how you can ensure you’ll receive the full new State Pension, whether you’re retiring this year or the milestone is still years away.
Feb 2025
5 ways financial planning could help you emotionally prepare for retirement
While financial challenges often come up when talking to people nearing retirement, the emotional obstacles could be just as important. Fortunately, a tailored financial plan could help you feel confident and excited for the next chapter of your life.
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