Blog

Our blog is regularly updated to help you understand the key issues which will affect your personal finances both now and in the future.

Investment market update: June 2025

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5 powerful Warren Buffett lessons that could benefit ordinary investors

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Explained: How Dividend Tax works and when you pay it

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The age you can access your pension may rise. Could it affect your retirement?

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How to prepare your loved ones for the “great wealth transfer”

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Why “boring” investments could be exciting long term

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Investment market update: May 2025

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Could Labour break a “50-year tax taboo” to cut borrowing?

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Should you choose a Cash or Stocks and Shares Junior ISA for your child?

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Financial protection: 3 useful questions to help you calculate appropriate cover

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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

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4 steps that could recession-proof your retirement

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Investment market update: April 2025

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What does “diversified” mean when you’re investing?

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Financial protection: The key options that could protect your lifestyle and family

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Why the best legacy could be passing on your financial wisdom

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4 useful insights from a decade of Pension Freedoms

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Key financial planning challenges couples face and how we could solve them

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Investment market update: March 2025

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Why you should make registering a Lasting Power of Attorney a priority

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Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes

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5 strategies that could help you avoid running out of money in retirement

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Why an effective financial plan might involve spending more

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Financial protection: How it could help you bridge an income gap

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Your Spring Statement update – the key news from the chancellor’s speech

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Investment market update: February 2025

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Thinking about investing in crypto? You need to be aware of these signs of a scam

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Behavioural bias: 5 cognitive biases that could affect your finances

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6 estate planning lessons you could learn from the Murdoch family dispute

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4 ways that money can make you happy

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Why ongoing financial advice could ease your mental load

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Investment market update: January 2025

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