The cost of living is rising. Reviewing your finances now is crucial for understanding what effect inflation could have on your lifestyle and long-term plans. Inflation was at an almost... read more →
When you start thinking about how you’ll create an income in retirement, it’s probably your pension that comes to mind. Yet, if your estate could be liable for Inheritance Tax... read more →
It can be easier than you think to lose your retirement savings. In fact, estimates suggest thousands of savers have forgotten about pensions that could support their retirement goals. 31... read more →
Buy-to-let properties can provide an additional income stream and help you to support your goals. As a result, becoming a landlord is something you may have thought about. For example,... read more →
The day that you send your child or grandchild off to university can bring up mixed feelings. There's pride and joy at their accomplishment, but also fear and worry as... read more →
On 5 September, the UN’s International Day of Charity encourages people to get involved with philanthropic activities. It’s the perfect time to think about donating to good causes. Considering how... read more →
As a trustee, you may be unsure about what your responsibilities are and the steps you need to take. If you’re acting as a trustee, here are some of the... read more →
If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have... read more →
Annuities used to be an essential part of retirement planning, but they’ve fallen out of favour since the government introduced Pension Freedoms legislation in 2015. However, now that annuity rates... read more →
If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make sure you’re on track for the retirement you want. Here... read more →