Latest Articles
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 …
Health consciousness divide
Why prevention is better than cure Living a healthy lifestyle over a prolonged period significantly reduces the risk of developing various diseases as we age. This concept is rooted in …
The gift of giving
Distributing assets or cash without contributing to your estate’s overall value for Inheritance Tax purposes In the unfortunate event of one’s passing, there’s a possibility that HM Revenue & Customs …
Jeopardising financial stability
Protecting you and your family’s financial future Securing your family’s financial future is a multifaceted responsibility beyond merely accumulating savings and making long-term investments. It encompasses the creation of a …
Postponing retirement
An increasingly growing trend in Britain Recent studies indicate that approximately half (49%) of non-retired Britons plan to extend their working lives beyond the age at which they’ll receive their …
Unpredictability of financial climates
Strategic diversification of your investments can be your first line of defence The world of financial markets is a fascinating and ever-changing landscape. Much like the weather, the climate of …
Proactive retirement planning
A growing trend among mid-lifers prioritising their future financial stability A recent study reveals a promising trend among 45- to 54-year-olds in the UK[1]. Six out of ten individuals in …
The £26 billion lost pension maze
Unclaimed pensions could mean thousands of pounds added to your retirement fund Navigating the world of pensions can be challenging, particularly when you’ve participated in various schemes or shifted jobs …