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 2021

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How long could you pay your mortgage without an income?

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2 ways you can reduce your monthly mortgage payments

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40% of people worry about Inheritance Tax, but only 7% seek advice

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Do you have realistic investment expectations?

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5 retirement challenges you could face and what to do about them

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Guide: 10 ways to lead a more sustainable life

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Investment market update: October 2021

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Will house prices continue to rise rapidly?

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Do you have more than £10,000 in cash? You could be missing out on investment returns

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35 million Brits want their funeral to be a celebration. Here’s how to set out your wishes

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Why you still need emergency savings in retirement

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How much does your partner have in their pension? 78% of married people have no idea

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Everything you need to know about the 2021 Autumn Budget

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Investment market update: September 2021

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The complete guide for first-time buyers

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5 behavioural biases that lead to investment mistakes

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Why you should consider involving your family in your financial plan

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7 steps to take when you receive an inheritance to make the most of it

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5 reasons you need to write a will (and keep it up to date)

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Are you taking enough risk with your pension? Being too cautious could mean lower returns

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Investment market update: August 2021

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Equity release: As house prices soar, here’s what you need to consider first

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How have homes (and their prices) changed over the decades?

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Income Tax doubles since 2000 – here are 2 allowances to help your money go further

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When can you access your pension? It might be further away than you think

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Has Covid-19 affected your pension? Here’s how to weigh up the impact and rebuild it

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Guide: Leaving an inheritance vs gifting during your lifetime

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The guide to later-life planning and care

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Investment market update: July 2021

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Why interest rates could start to rise in 2022 and what it means for your mortgage

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The millennial generation and wealth transfer paves the way for ESG investing boom

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Why rising house prices could mean you need to reconsider your Inheritance Tax plan

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Should you take a tax-free lump sum from your pension to celebrate retirement in style?

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7 things you need to do this Pension Awareness Day

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