September 24, 2025
5 stunning winter destinations that are perfect for a last-minute break

It’s not too late to book a holiday to explore a new destination in 2025. In fact, the colder months could be the perfect time to jet off to admire incredible winter vistas. If you need some winter destination inspiration, here are five options that could leave you in awe. 1. Dolomites, Italy The Italian […]

Read More
September 24, 2025
5 challenges a financial midlife MOT could help you overcome

Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might also present some new challenges. Arranging a financial midlife MOT could help you overcome obstacles and feel confident as you prepare for the next chapter.  […]

Read More
September 22, 2025
Don’t have a will? Here’s how your estate would be distributed under intestacy rules

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing your will is something you haven’t tackled yet, it could mean your assets are distributed in a way that doesn’t align with your wishes. If you die without a […]

Read More
September 22, 2025
How pension and Inheritance Tax policy changes could affect your legacy

From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has the potential to significantly affect your estate plan, so thinking about it now could be useful. While the policy change is still in the initial […]

Read More
September 22, 2025
Why the Labour government could reform the State Pension and what it means for you

Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in July 2025. While scrapping the State Pension may not be on the cards yet, there are suggestions that significant changes, which may affect your retirement, could be introduced. In 2025/26, the full new […]

Read More
September 22, 2025
How to channel your inner Agatha Christie to demystify your retirement plan

There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Instead, channelling your inner detective to solve pension riddles could put you on the right path for a comfortable retirement without needing to guess what’s around the corner. Agatha Christie’s famous detectives, […]

Read More
June 26, 2025
Investment market update: May 2025

Uncertainty continued to lead to market volatility in May 2025. However, there was some good news for investors as some markets recovered the losses they experienced in April 2025. Read on to find out more and what factors may have influenced your portfolio’s performance recently. While market movements may be worrisome, remember, it’s a normal […]

Read More
June 26, 2025
Could Labour break a “50-year tax taboo” to cut borrowing?

A recent article published by an influential think tank, the Institute for Fiscal Studies (IFS), has suggested that the Labour government should consider increasing the basic rate of Income Tax in order to boost revenue and curb the amount of money it has to borrow. Doing this would break a so-called “taboo” as no chancellor […]

Read More
June 26, 2025
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT) paid to HMRC will have increased by 11.6% in 2024/25 compared to 2023/24. This will mean that the total amount of IHT paid in the 2024/25 financial year will have reached a record high of […]

Read More
June 26, 2025
The Thursday Murder Club’s guide to retiring well

Richard Osman’s books about the Thursday Murder Club, a team of detective octogenarians, have sold millions of copies, and the team are set to hit the small screen in August. But Elizabeth, Ron, Joyce, and Ibrahim aren’t just providing entertainment; they could offer valuable retirement lessons as well. But don’t panic – solving murders in […]

Read More
1 2 3 5
Website proudly built by GMB