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Guide: 5 financial lessons to learn from Queen lyrics
If you “open your eyes, look up to the skies and see…”, you can find financial planning lessons in the most unexpected places, including in the songs of iconic band Queen. This useful guide could inspire you to take a fresh look at your finances.
Sep 221 min read


4 steps to take before your child can access their JISA
If you've spent years building a nest egg for your child in a Junior ISA (JISA), you might feel apprehensive about handing over control to them. Discover four steps you could take to prepare them for this responsibility before they access the account.
Sep 224 min read


Why viewing your lifestyle goals as an experiment could lead to success
A recent article in the Guardian suggests that approaching lifestyle goals with an “experimental mindset” may be the key to not only setting goals that actually stick, but also to identifying the goal that’s right for you, not just a copy-paste of something that worked for somebody else.
Sep 223 min read


Explained: Capital Gains Tax and how you could reduce your liability
The amount HMRC is forecast to collect through Capital Gains Tax is set to more than double between 2024/25 and 2030/31. Find out what’s driving the growth and how you might mitigate a potential tax bill.
Sep 224 min read


Are you supporting adult children? Here's why it should be part of your financial plan
A growing number of families are financially supporting their children or grandchildren as they navigate adulthood. A financial plan could help you understand the impact on your finances now and in the future.
Sep 224 min read


6 useful tips for avoiding headline-driven decisions ahead of the Budget
The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. Already speculation about what will be announced is rife. Here’s how to avoid headline-driven decisions.
Sep 223 min read


The psychology behind favouring cash instead of investing
Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Discover some of the reasons why cash might feel safer and the potential impact of overlooking investing.
Sep 223 min read


4 estate planning lessons you could learn from JRR Tolkien’s legacy
JRR Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning could also teach us some important lessons: discover more about four of these.
Aug 255 min read


Do you need to find the next big investment winner to succeed?
Some shares deliver huge returns in a relatively short period. Yet, finding the next big investment winner isn’t the most reliable way to succeed. Instead, spreading your investments could work in your favour.
Aug 253 min read


Explained: When Inheritance Tax could apply to gifts
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know.
Aug 254 min read


2 upcoming ISA changes you should be aware of
A cashflow model isn’t a one-off exercise. If you want to use it to inform your financial decisions, regular updates are essential.
Aug 254 min read


Why updating your cashflow model is essential for staying on track
A cashflow model isn’t a one-off exercise. If you want to use it to inform your financial decisions, regular updates are essential.
Aug 254 min read


6 reasons why planning for your future is easy to delay
Organising your finances and planning your future are important tasks. Yet, it’s something that many people put off. Procrastination isn’t simply a lack of discipline. It’s often linked to stress or a fear of failure. Working with a financial planner could help overcome these obstacles.
Aug 254 min read


Guide: Back to school: How to build a nest egg to fund your children’s education
Time passes quickly, and before you know it, your child has gone from taking their first steps or saying their first words to starting school. You’ll want to do all you can to set them up for a successful future, but it can be challenging to know where to begin. You might need to prepare financially to meet private school fees, provide help with university accommodation or living costs, or simply give your child a financial safety net as they begin adult life. Whatever your
Aug 181 min read


Guide: The pros and cons of investing in buy-to-let
Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved ones. Statistics published by the government (29 August 2025) confirm that there were around 2.86 million private landlords in the UK in 2023/24. Since then, the property landscape has changed, with the introduction of the Renters’ Rights Act 2025 and increased regulatory responsibilities for landlords. However, buy-to-let
Jul 271 min read


Life insurance v family income benefit: Which is right for your family?
Choosing suitable protections to shield your family’s finances isn’t always straightforward. Weigh the pros and cons of life insurance and family income benefit.
Jul 215 min read


The £12.3 billion cost of delaying estate planning
Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.
Jul 214 min read


What does a change in prime minister mean for your finances?
On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Find out what it could mean for your finances.
Jul 213 min read


4 practical reasons to regularly contribute to your child’s pension
In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children. Whether your child is still in nursery or already working their way up the career ladder, there could be benefits to making pension contributions on their behalf.
Jul 214 min read


How a cashflow model could provide clarity about your retirement income
Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.
Jul 214 min read
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