Investment market update: August 2024
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August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to…
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5 practical questions to consider when you’re naming a Lasting Power of Attorney
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Who you choose to act on your behalf if you lose mental capacity is an important decision. You…
How to join the pension treasure hunt and discover “lost” savings
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You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have…
How “lifestyle financial planning” could help you reach your goals
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Effectively managing your finances to get the most out of your assets often means going beyond paying into…
Inheritance Tax: 5 shrewd strategies for reducing a potential bill
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If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT)…
Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
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Failing to set out your wishes in a will could mean your assets aren’t passed on to the…
Why taking your pension as a lump sum could leave you with a huge tax bill
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Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could…
4 pragmatic ways your pension could create long-term security for you and your partner
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Deciding how to sustainably access your pension is often a big decision. If you’re planning with a partner,…
Could “lifestyle creep” affect your retirement plans?
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When you received your last promotion or pay rise, your first instinct might have been to celebrate by…
Why tuning out political speculation may help you stick to your financial plan
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In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After…
