news & updates
5 valuable reasons planning with your partner could cut your tax bill
Households are paying more in taxes, research suggests. At a time when high inflation may be affecting your outgoings, finding
Don’t overlook trusts, they could be a useful way to pass on wealth
Trusts may be a useful way to pass on wealth, but research suggests it’s an option some people are dismissing.
5 practical steps you could take this year if you want to retire in 2024
Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement.
Guide: 7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of your options may be to
10 magical life and money lessons you can learn from Disney
The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and
Investment market update: July 2023
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what
What could the UK learn from the happiest countries in the world?
The World Happiness Report has named Finland the happiest nation in the world in 2023 – it’s the sixth consecutive
Why emotional decision-making could be costing you investment returns
It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be
Market volatility means thousands of families may have overpaid Inheritance Tax
Thousands of families may be entitled to an Inheritance Tax (IHT) rebate due to stock market volatility. As the government
How you could improve tax efficiency by claiming work-related expenses
Have you considered claiming tax relief on work expenses? It could reduce your tax bill and help your money go
A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors
Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities,