Latest Articles
Age is not just a number
The impact of an increased lifespan on your retirement finances Living to the ripe old age of 100 could require an additional £260,000 in pension wealth to ensure a comfortable …
Managing your finances as a couple
Discussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship Transparency is the foundation of any strong relationship, which holds true regarding financial matters. It is …
Planning for an early retirement
Living life to the fullest and accomplishing long-held dreams Early retirement typically signifies reaching financial autonomy before the statutory pension age, usually in the mid-60s. In the United Kingdom, retirees …
Wealth accumulation
Valuable insights that can impact an investment strategy With the ever-evolving landscape of investment, it’s not hard to see why it might appear daunting. The investment world is equivalent to …
What will your legacy look like?
Effective Inheritance Tax planning is a careful balancing act Once a concern only for the very affluent, Inheritance Tax (IHT) is now an issue for many ordinary families, who may …
Pre-year-end tax planning
Tax-saving actions to take before the deadline As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal …
Harnessing the power of Green Pensions
One of our most potent tools in making substantial strides towards net zero Over recent years, our comprehension of the climate crisis has significantly transformed. Countries and organisations are becoming …
Navigating through divorce
Safeguarding your future financial stability and preserving your wealth Entering into marriage isn’t done with the expectation of it ending in divorce, yet this distressing and strenuous event can be …
The ‘Bank of Family’
A £38 billion lifeline for modern parents In the challenging realm of parenting, an unexpected yet invaluable source of support has emerged – our parents and grandparents. Over the past …
The impact of disability on financial planning
Report highlights retirement savings must be inclusive for everyone Disability significantly affects the financial planning of nearly a third of disabled individuals. This was the key finding of a report …
Young visionaries eye early retirement
The power of small changes can lead to a path to significant returns The dream of early retirement is alive and well among the younger generation. Still, to realise this …
Pension puzzle
Research highlights the gender disparity in financial engagement A recent study has identified an alarming discrepancy in financial confidence between genders. It shows that women are 33% more likely to …
