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Guide: Your guide to planning for later-life care
While it’s impossible to know what life has in store, longer life expectancies and rising expenses mean care costs now form an essential area of financial planning. Download our useful guide to find out what you need to know about planning for later-life care.
Jun 181 min read


Why earning more than £100,000 doesn’t have to mean falling into a tax trap
A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge.
Jun 183 min read


Why the State Pension triple lock matters for retirees
The triple lock protects the spending power of your State Pension. Discover how the triple lock works, why it benefits retirees, and two more ways you could guard your retirement income from the effects of inflation.
Jun 184 min read


5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
With most unused pensions set to be liable for Inheritance Tax from 2027, more people are taking their tax-free lump sum early. Here are five questions to answer before deciding whether this is a suitable strategy for you.
Jun 185 min read


Why you could benefit from reviewing your financial habits as you transition into retirement
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Find out why.
Jun 173 min read


The factors that influence your investment style and how to take control
Your investment style will shape how you choose your investments and manage them over the long term. The good news is that your style isn’t set in stone, and you can make positive changes so your approach to investing aligns with your strategy.
Jun 174 min read


2 steps to not being bad with money
A comment that one often hears when discussing finances is that people are “bad with money”. Discover a two-step approach that could reframe how you think about your money behaviours and identify potential problems.
Jun 173 min read


5 investment lessons you could learn from the UK film industry
The UK’s film industry is booming, and there could be some hidden lessons for investors in its success. From taking advantage of tax incentives to building on success over a long-term time frame, you don’t have to be a film buff to learn from the strategic approach.
Jun 23 min read


Explained: Why your pension could become liable for Inheritance Tax
Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.
Jun 25 min read


Turning wealth into happiness: Why a plan makes a difference
The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result.
Jun 23 min read


5 tips for overcoming the fear of investment uncertainty
Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate uncertainty from investing, there might be things you can do to overcome the fear of the unknown if it’s affecting your financial decisions.
Jun 23 min read


How cashflow modelling can act as an early warning system for financial shocks
Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life, it is possible to be prepared, and a cashflow model could help you identify how.
Jun 23 min read


Why your most important goals could trigger financial bias
Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and information. Indeed, the more important the goal is to you, the more likely it is that bias occurs.
Jun 23 min read


5 important lessons you could take from Ed Sheeran’s estate plan
Musician Ed Sheeran is unlikely to be the first person you think of when you want estate planning advice. However, he’s recently spoken about taking control of his legacy when he dies, including preparing a posthumous album titled ‘Eject’, which could provide some important lessons.
Jun 24 min read


5 interesting insights from the investment market in 2025
The last 12 months have been interesting for investors, with the market experiencing volatility. Discover some valuable insights from 2025.
Jun 23 min read


How to give gifts that could keep on giving – just like Christmas number ones
Savvy singers and songwriters can generate an annual income by putting out a Christmas hit. As you shop for loved ones, you might want to think about how you can give a gift that could keep on giving too.
Jun 24 min read


6 in 10 over-45s are underestimating the cost of care by thousands of pounds
A report suggests that 6 in 10 over-45s are underestimating the cost of a care home by thousands of pounds. Understanding the expected costs and creating a care plan could ease stress for you and your family should you need support in the future.
Jun 23 min read


The power of pension tax relief and how it could boost your retirement income
Pension tax relief can significantly bolster your future retirement income. Here's why it's worth ensuring you've claimed all you're entitled to.
Jun 24 min read


What you can learn from Michael Sheen about spending with purpose
Spending money with purpose can improve your wellbeing. With International Day of Happiness taking place on 20 March 2026, now is the perfect time to think about how you want to use your wealth in a meaningful way, taking inspiration from renowned actor Michael Sheen.
Jun 23 min read


3 insights from the FTSE 100’s performance that could help you curb impulsive decisions
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100. The index was up 21.5% over the year. Find out what investments lessons you could learn from the FTSE’s performance.
Jun 23 min read
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