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 November 2023

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IMF predicts interest rates squeezing mortgage holders won’t start to fall until 2028

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3 helpful ways effective financial planning could ease health fears

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Cost vs value: What’s the difference when you’re making a financial plan?

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The families of 6 in 10 over-75s could face challenges if they lose mental capacity

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3 useful ways regular financial reviews could help you reduce behavioural bias

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Everything you need to know about the 2023 Autumn Statement

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The guide to using equity release to unlock property wealth later in life

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Investment market update: October 2023

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Should you choose a fixed-rate mortgage when your current deal ends?

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How much life insurance will provide your family with security?

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Why investing could hold the key to becoming an ISA millionaire

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Don’t overlook trusts, they could be a useful way to pass on wealth

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2 key reasons why you may want to update your plan during a financial review

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Guide: 7 useful questions if you plan to take a flexible income from your pension

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Investment market update: September 2023

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How to access wealth that’s locked away in your home

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3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

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HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability

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Here’s why pension reforms mean you might want to reconsider your retirement plan

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3 valuable reasons your financial reviews are important

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10 magical life and money lessons you can learn from Disney

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Investment market update: August 2023

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The Bank of England warns mortgage repayments could jump by £500 for 1 million households

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7 practical reasons to make a Lasting Power of Attorney now

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Inheritance Tax could be scrapped to secure election votes

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Should you take your pension tax-free lump sum to kickstart retirement?

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Investing 101: 4 useful questions to answer when reviewing your portfolio

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Intergenerational wealth planning: Your options when passing on wealth to the next generation

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Investment market update: July 2023

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Here’s what mortgage lenders consider when carrying out affordability tests

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Why emotional decision-making could be costing you investment returns

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