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5 ways to emotionally recover from past financial mistakes
While mistakes can be frustrating, moving past them is important. Holding on to financial mistakes could mean you lose confidence in your ability to make decisions, so read five ways to emotionally recover.
Jun 23 min read


The new year financial resolution you will keep
Forming new habits can be difficult, even when you know they’d have a positive impact on your wellbeing. This is especially true for your financial habits. Find out why focusing on resolutions that lead to internal self-worth may be the key to achieving them.
Jun 23 min read


Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
Gifting can be an effective way of reducing your Inheritance Tax liability. However, it’s not always simple. Discover five things to check before you get started.
Jun 24 min read


How fiscal drag could harm your finances as the government extends tax freezes
When chancellor Rachel Reeves delivered the Budget in November 2025, you might have breathed a sigh of relief that Income Tax rates weren’t increasing. However, fiscal drag could still harm your finances over the long term.
Jun 13 min read


2 reasons to combine your financial plan with your partner’s
Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your and your partner’s financial plans could be valuable. It may seem too practical for a day celebrating love, but it could support your relationship.
Jun 14 min read


How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement. Discover what steps you could take to assess what contribution you may need to make.
Jun 14 min read


Why retirement has a language problem and how to change the narrative
Language is powerful. The words you use to describe different scenarios can change how you perceive events. The language used for retirement could lead to a pessimistic outlook, but it is possible to change the narrative.
Jun 14 min read


The financial biases shaping the AI stock boom
AI adoption has rapidly increased in recent years, and it has affected the stock prices of businesses operating in the sector. Indeed, Nvidia’s valuation quadrupled in just two years. Find out more about the financial bias that could be driving this boom.
Jun 13 min read


Explained: The new Cash ISA rules and what they mean for your savings
If you’re under 65, the amount you can add to a Cash ISA each tax year will fall from £20,000 to £12,000 from April 2027. Find out what you need to know about the new Cash ISA rules and how they could affect your savings.
Jun 13 min read


How cashflow planning turns numbers into possibilities
When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for your future? Cashflow planning can turn the numbers into possibilities.
Jun 14 min read


What you need to know about student loans and supporting your family
Student loans have recently featured in headlines. Find out what’s causing the debate, how your family might be affected, and some ways you could support students or graduates.
Jun 14 min read


The importance of managing your pension withdrawals to protect your retirement lifestyle
Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, your pension still needs careful attention in retirement – just as much as when you were contributing – to ensure you don’t deplete it too quickly.
Research suggests that many retirees aren’t taking professional advice and are potentially making financial decisions they’ll regret in the future.
According to the Financial Conduct Authority (FCA) (22 September 2025), in 2024/25, l
Jun 14 min read


Should you delay your State Pension? The pros and cons explained
Thousands of people delay claiming their State Pension every year. There are some potential benefits, including managing their tax liability, but there are also drawbacks that are important to consider.
Jun 14 min read


5 ways a cashflow model could support your estate plan
Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a cashflow model could help you answer both financial and emotional questions, so you’re in a better position to make important estate planning decisions.
Jun 14 min read


How psychology might affect your view of cash and safety
How your brain works can affect how you view wealth and different assets. For many, this can mean cash feels like a safer option than alternatives, but it’s not always the right one. Indeed, sometimes choosing to hold cash could mean you miss growth opportunities.
Jun 13 min read


A time traveller’s guide on how to financially plan for change
Many people have been through these transition periods that you might expect to experience in your life. Read five insights from those who have been through life changes and found that things weren’t quite as they expected them to be, and how you might approach them differently.
Jun 14 min read


Are you supporting a loved one? You might need a Lasting Power of Attorney to act
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney in place.
Jun 13 min read


How the value of your estate affects a key Inheritance Tax allowance
As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.
Jun 15 min read


Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable.
Jun 14 min read


How to take a career break and keep your pension on track
If you’re planning to take a career break, being proactive could help you keep your pension and long-term plans on track. Many people taking a career break will consider the effect on their short-term finances, such as how they’ll pay essential bills and if they’ll need to dip into savings. However, they may not consider the potential long-term implications of pausing pension contributions. A two-year career break could mean your pension is thousands of pounds less According
Jun 14 min read
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