Recent News

When is the right time to invest?

Thursday, 08 January 2026 -

Some people delay investing because they’re waiting for “the right moment.”

Five ways to maximise tax year-end planning opportunities 2025/26

Tuesday, 06 January 2026 -
Tax year-end planning can help you save money, improve your long-term investments, and make better use of government incentives before they reset in April

Pensions to fall under Inheritance Tax rules from April 2027

Tuesday, 30 December 2025 -

From 6 April 2027, pensions will no longer be exempt from IHT, which will alter how estates are valued and passed on.

Secrets of calculating a wealthy retirement

Tuesday, 23 December 2025 -

As life expectancy increases, retirement periods are lengthening, making careful and proactive planning vital.

Retirement planning for high-income earners

Thursday, 18 December 2025 -

Frequent rule changes, tapered allowances, and strict contribution limits make it harder for higher earners to save effectively for retirement without risking unexpected tax charges

Six ways to reduce Inheritance Tax bills

Tuesday, 16 December 2025 -

Inheritance Tax (IHT) can significantly affect your estate’s worth

Navigating investment risks in retirement

Tuesday, 09 December 2025 -

Retirement signifies a fundamental shift from accumulating wealth to utilising it

A third of UK adults have voluntarily increased pension contributions

Friday, 05 December 2025 -

Nearly a third of adults in the UK are now contributing more than the minimum into their workplace pensions

Autumn Budget 2025 - What it Means to You - Money Minder Market Commentary Podcast - Nov 2025

Sunday, 30 November 2025 -
Frozen tax thresholds and the impact on take-home pay, State Pension increase and why more pensioners may now face tax, how Budget changes affect savings interest and higher-rate taxpayers, implications for property, landlords and buy-to-let, hidden tax increases affecting everyday households and practical guidance to help you understand what tax changes are

Watch our Podcast HERE

This podcast provides general information only and is not personal financial advice

Why has a lifetime gifting cap raised concerns?

Friday, 28 November 2025 -

By bringing more gifts into the scope of Inheritance Tax (IHT), the proposed changes could complicate life for families who depend on regular financial assistance from loved ones.

Why remaining invested supports long-term growth

Thursday, 27 November 2025 -

Staying invested isn’t just about patience; it’s about unlocking the potential of your investments, capitalising on market trends and safeguarding your financial future.

Passing on wealth through trusts

Friday, 21 November 2025 -

A UK trust is a legal arrangement in which one party holds and manages assets on behalf of another party, in accordance with the terms set by the trust’s creator.

Is it time to invest in your grandchildrens future?

Thursday, 20 November 2025 -

Investing for your grandchildren isn’t just about giving wealth; it’s about creating opportunities and stability for their futures

Please be aware these articles are for general information purposes only and correct at time of printing. We will not accept responsibility for any errors made or actions taken by any readers that have acted on the information contained. Answers given are for guidance only and specific advice should be taken before acting on any of the suggestions made. All information is based on our understanding of current tax practices, which are subject to change. Always remember when investing, past performance is not necessarily a guide to future performance and the value of some investment units can fall as well as rise.

About

Recent News

Thursday, 08 January 2026 -

Some people delay investing because they’re waiting for “the right moment.”

Tuesday, 06 January 2026 - Tax year-end planning can help you save money, improve your long-term investments, and make better use of government incentives before they reset in April

Friday, 02 January 2026 -

For many investors, dividends help minimise portfolio volatility, especially during uncertain markets, and they can indicate management’s confidence in a company’s financial health.

Tuesday, 30 December 2025 -

From 6 April 2027, pensions will no longer be exempt from IHT, which will alter how estates are valued and passed on.

Tuesday, 23 December 2025 -

As life expectancy increases, retirement periods are lengthening, making careful and proactive planning vital.

Thursday, 18 December 2025 -

Frequent rule changes, tapered allowances, and strict contribution limits make it harder for higher earners to save effectively for retirement without risking unexpected tax charges

Tuesday, 16 December 2025 -

Inheritance Tax (IHT) can significantly affect your estate’s worth

Thursday, 11 December 2025 -

Every year, thousands of savers take advantage of pension freedom rules to withdraw tax-free lump sums from their pots

Tuesday, 09 December 2025 -

Retirement signifies a fundamental shift from accumulating wealth to utilising it

Friday, 05 December 2025 -

Nearly a third of adults in the UK are now contributing more than the minimum into their workplace pensions

Thursday, 04 December 2025 -

Two topics that often come with their own sets of challenges are love and money

Tuesday, 02 December 2025 -

Misconceptions often prevent people from fully enjoying the benefits that pensions can offer

Friday, 28 November 2025 -

By bringing more gifts into the scope of Inheritance Tax (IHT), the proposed changes could complicate life for families who depend on regular financial assistance from loved ones.

Thursday, 27 November 2025 -

Staying invested isn’t just about patience; it’s about unlocking the potential of your investments, capitalising on market trends and safeguarding your financial future.

Tuesday, 25 November 2025 -

Being prepared for life’s uncertainties is essential to protect your family’s way of life.

Friday, 21 November 2025 -

A UK trust is a legal arrangement in which one party holds and manages assets on behalf of another party, in accordance with the terms set by the trust’s creator.

Thursday, 20 November 2025 -

Investing for your grandchildren isn’t just about giving wealth; it’s about creating opportunities and stability for their futures

Tuesday, 18 November 2025 -

While SIPPs operates similarly to a standard personal pension by allowing you to save, invest and grow your wealth, SIPPs stand out because of the flexibility they provide.

Friday, 14 November 2025 -

A significant proportion of people plan to pass on their wealth to future generations, with over a third intending to transfer assets directly to their children

Thursday, 13 November 2025 -

Divorce is a life-altering event and, for many women, it results not only in emotional turmoil but also in financial hardship.

Tuesday, 06 January 2026 -
Tax year-end planning can help you save money, improve your long-term investments, and make better use of government incentives before they reset in April