news & updates

Guide: 10 incredible destinations to add to your bucket list
Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of

The guide to using equity release to unlock property wealth later in life
Your home may be one of the largest assets you have. With property wealth often inaccessible, you may be considering

How much life insurance will provide your family with security?
Life insurance could ensure your family’s security if you pass away. It may be an important part of your financial

How to help your family manage your affairs when you pass away
Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones. Research

Business owners, don’t take Willy Wonka’s chance approach to succession planning
Eccentric Willy Wonka boasts a lot of enviable skills as a businessman – he’s innovative, understands his target audience, and

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