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4 practical reasons to regularly contribute to your child’s pension
In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for…
Guide: Your guide to planning for later-life care
Thinking about life after you finish work usually involves planning for your retirement. This means considering how to enjoy your…
Investment market update: May 2026
There were highs and dips in the investment markets in May 2026. Discover some of the factors that may have…
Business owners: Are your business and operations protected?
Have you considered what would happen to your business if you or a key person became ill or passed away?…
4 ways you could choose to pass on assets to loved ones
Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way…
5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced…
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…
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…
How the value of your estate affects a key Inheritance Tax allowance
Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a…
Investment market update: April 2026
During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out…
Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances…
Wealth v strategy: Why a financial plan is essential
Building wealth without a financial plan may be like searching for a destination without a map. You might miss the…