Don’t let your pension funds disappear
How financial awareness can protect your hard-earned retirement savings In an era when job changes are common, millions of people in the UK risk losing touch with their hard-earned retirement …
What’s on your financial to-do list for 2026?
Why keeping your financial plan relevant is more important than ever Have you set your New Year’s financial resolutions? The key is to make them specific and measurable. To help …
Safeguarding your future
Without a sufficient financial buffer, an unforeseen health issue could be catastrophic In the current economic climate, financial stability seems more out of reach than ever for many households across …
Time to boost your retirement fund
Maximise your pension planning before the end of the 2025/26 tax year As the 2025/26 tax year ends on 5 April, now is the right time to review your pension …
Don’t miss the deadline for Individual Savings Accounts
Have you fully utilised this wrapper that shields your savings and investments from tax? An Individual Savings Account (ISA) is highly effective for anyone looking to save or invest money …
The longevity challenge
Planning to make sure your retirement savings last Many of us look forward to retirement as a time to relax and enjoy the fruits of our labour. However, an increasing …
Are you holding too much in cash?
Falling inflation and rate cuts could change how savers think about their money Cash is often regarded as a safe haven in personal finance. It’s accessible and protected from stock …
Pensions to fall under Inheritance Tax rules from April 2027
How upcoming changes could affect estate valuations and beneficiary payouts In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds, which are the amount you …
VAT on private school fees: the increasing cost of education
How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across the UK were required to apply 20% VAT to tuition and boarding …
Five ways to maximise tax year-end planning opportunities 2025/26
Smart financial moves to consider before the tax year ends on 5 April 2026 As the 2025/26 tax year-end approaches on 5 April 2026, now is the time to review …