Blog

Jul 2026

Balancing your goals: How a financial plan could help you juggle different priorities

Most people will have multiple financial goals they want to achieve. A common challenge is balancing these competing goals and understanding how to use your assets to work towards them. It’s an area that a financial plan could help you with.

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Jun 2026

Guide: Your guide to planning for later-life care

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Jun 2026

How to continue embracing adventure in retirement

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Jun 2026

Why earning more than £100,000 doesn’t have to mean falling into a tax trap

A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge.

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Jun 2026

Why the State Pension triple lock matters for retirees

The triple lock protects the spending power of your State Pension. Discover how the triple lock works, why it benefits retirees, and two more ways you could guard your retirement income from the effects of inflation.

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Jun 2026

4 practical reasons why business owners could benefit from a pension

For many UK business owners, retirement planning takes a back seat to growing the business itself. But relying solely on your business as your retirement plan could be risky. Discover four reasons you might want to start contributing to a pension.

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Jun 2026

Why you could benefit from reviewing your financial habits as you transition into retirement

Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Find out why.

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Jun 2026

Balancing your goals: Why investing could be suitable for long-term goals

Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and, in some cases, investing may play an important role too.

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May 2026

How the value of your estate affects a key Inheritance Tax allowance

As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.

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May 2026

10 fascinating and unusual museums in the UK

The UK is home to a number of fascinating and unusual museums that could make for the perfect day out. Here are 10 that are well worth a visit.

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May 2026

4 exit options baby boomer business owners might want to consider

As the youngest of the baby boomers are now in their early 60s, business owners in this generation could benefit from considering exit strategies if they haven’t already.

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