Blog
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.
Apr 2025
5 shrewd ways to avoid paying tax on your savings
Did you know the interest your savings earn could be taxed? As tax thresholds are frozen and interest rates are rising, more savers are set to be hit by an unexpected tax bill. Find out when your savings could be taxed and how you might reduce your liability.
Apr 2025
Key financial planning challenges couples face and how we could solve them
When you’re creating a financial plan as a couple, you might encounter some challenges, such as difficulty talking about money or conflicting goals. Working with a financial planner could help you navigate these obstacles to get the most out of your joint assets.
Apr 2025
Financial protection: The key options that could protect your lifestyle and family
Several types of financial protection might provide a valuable safety net for you and your family if you experience an unexpected event. Read about the key options you might want to weigh up that could offer you peace of mind.
Apr 2025
How financial planning could help you answer essential “what if?” questions
If you’re worried about what the future holds for your finances, financial planning and cashflow modelling could help you answer “what if?” questions. This useful guide explains how it works and why it could boost your long-term confidence.
Apr 2025
Revealed: The best city break destinations for this summer
Exploring a city during the summer could be a great way to experience a new culture and take in unique sights. If you’re struggling to pick a destination, learn more about the 2025 top five city breaks from around the world, according to Which?.
Apr 2025
5 strategies that could help you avoid running out of money in retirement
The fear of running out of money in retirement might mean you hold back plans and can’t fully enjoy this stage of your life. Read about five strategies that you might use as part of your retirement plan to reduce the risk of spending too much too soon and achieve peace of mind.
Apr 2025
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
From April 2027, pensions will likely be included in estates when calculating Inheritance Tax liability. The potential upcoming change has led to more than half of UK adults planning to adjust their retirement or estate plan. If you’re concerned, there are options, but it’s important to take the time to understand the potential implications.
Apr 2025
How much do you need to be “wealthy”?
According to a survey, you need an annual income of £213,000 to be considered “wealthy”. While financial abundance is often associated with wealth, other areas of your life might contribute to a rich life too, so redefining how you think about wealth could be valuable.
Apr 2025
Financial protection: How it could help you bridge an income gap
If you are unable to work, you might need to rely on Statutory Sick Pay or Occupational Sick Pay if your employer provides it. While useful, many families would still face an income shortfall. So, taking out appropriate protection may help bridge the gap.
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