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: September 2025

Read more

3 reasons why pension consolidation could boost your retirement income

Read more

5 signs that financial bias could be affecting your decisions

Read more

Phasing into retirement: The flexible options you might consider

Read more

How a cashflow model can turn retirement anxiety into excitement

Read more

Trick or treat: The “tricks” a financial plan could help you avoid

Read more

Investment market update: August 2025

Read more

Don’t have a will? Here’s how your estate would be distributed under intestacy rules

Read more

How pension and Inheritance Tax policy changes could affect your legacy

Read more

Why the Labour government could reform the State Pension and what it means for you

Read more

5 challenges a financial midlife MOT could help you overcome

Read more

Why working with a financial planner could help you close the gender wealth gap

Read more

Think cash is king? It might be time to review your mantra

Read more

Investment market update: July 2025

Read more

The decumulation dilemmas you might need to overcome when you retire

Read more

Unsure how to access your pension at retirement? Here’s what you need to know

Read more

4 times you might want to review your financial plan

Read more

How to remain calm amid Autumn Budget speculation

Read more

Investment market update: June 2025

Read more

5 powerful Warren Buffett lessons that could benefit ordinary investors

Read more

Explained: How Dividend Tax works and when you pay it

Read more

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

Read more

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

Read more

Why “boring” investments could be exciting long term

Read more

Investment market update: May 2025

Read more

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

Read more

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

Read more

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

Read more

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

Read more

4 steps that could recession-proof your retirement

Read more

Investment market update: April 2025

Read more

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

Read more
cms wealth
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.