Blog
Jul 2025
How to prepare your loved ones for the “great wealth transfer”
It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.
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.
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.
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.
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.
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