If you receive a windfall, there could be ways to use it to improve your long-term financial security and support aspirations. Discover practical steps that could help you decide how to use a bonus, inheritance, or other unexpected financial boost.
While market volatility might seem like something that happens to investors, their emotions may play a role in short-term market movements. Find out how fear and anxiety could lead to investment values falling.
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.
A decade ago, retirees were given more ways to access their savings thanks to the introduction of Pension Freedoms. While many people welcomed the greater flexibility, data suggests it’s come with challenges too. Discover some insights that may help you make informed pension decisions.
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.
Global uncertainty means your investments and the wider market may be experiencing more volatility than usual. While it might be difficult to do so, remaining calm and focusing on your investment strategy is often a long-term approach that makes financial sense.
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.
A survey suggests just 8% of people have registered a Lasting Power of Attorney. For some, it means decisions, like being discharged from the hospital, are delayed because there isn’t someone to act on their behalf. If you haven’t named an attorney, find out how it could improve your security.
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.
You might associate a financial plan with being more frugal. Yet, there are times when spending more could make sense, especially if it supports your goals and wellbeing. Find out why your financial plan could encourage you to increase your outgoings.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.
Keeping this cookie enabled helps us to improve our website.
