Recent News

Principles of successful investing

Friday, 12 September 2025 -

It’s not surprising that the world of investing can seem complex. Investors today are confronted with ever-changing market conditions, a constant stream of news, and an overwhelming number of investment options. Navigating this landscape can feel daunting, even for seasoned investors.

Setting investment goals and timescales

Friday, 05 September 2025 -

Establishing clear investment goals is essential for achieving long-term success, as they serve as a roadmap outlining the purpose and desired outcomes of your investments. By defining your priorities, you can make informed decisions, avoid distractions, and effectively track your progress. Whether you are saving for retirement, funding your child’s education, or building wealth for future opportunities, clear objectives ensure that every decision aligns with your broader financial aspirations.

Helping your elderly parents face their financial needs

Thursday, 04 September 2025 -

Has the time come for ‘the talk’ with your parents about their money? Having the money talk with your parents could be critically important. When you were growing up, adults may have been in charge of your finances. But that was then, and this is now.

Preparing for retirement: What you need to know

Tuesday, 02 September 2025 -

The age at which you decide it’s time to take life easy is a very personal choice. When your retirement day arrives, you can toss away your alarm clock, bid farewell to your commute, and discard those restrictive business suits.

Getting your financial plan in order

Friday, 29 August 2025 -

As we enter the second half of 2025, the same familiar issues continue to affect the financial landscape. Inflation, although easing, still impacts spending power. Meanwhile, a series of stealth tax increases is gradually boosting government tax receipts. It’s a complex environment; however, there has never been a better opportunity to review and refresh your financial plan.

What to consider when taking tax-free cash

Tuesday, 26 August 2025 -
It’s important to consider how withdrawing money from your pension could affect your overall retirement income

Two-thirds of UK adults are concerned about affording care in later life

Friday, 22 August 2025 -

Recent data highlights a growing concern about the affordability of care and the maintenance of independence in retirement. Research has shown significant worries among UK adults regarding how they will finance care needs and medical expenses in later life.

Is it time to maximise your savings and investments?

Thursday, 21 August 2025 -

Nearly a quarter (24%) of UK adults mistakenly believe all their savings are tax-free, regardless of the account type or balance

Generating an income from retirement savings

Tuesday, 19 August 2025 -

Building a comfortable nest egg for retirement is an accomplishment, but the real challenge begins when it’s time to convert those savings into a steady income.

Thinking of retiring overseas?

Friday, 15 August 2025 -

Retiring abroad may appear to be a dream come true, but for some British pensioners, it could carry a hidden financial cost. If you move to certain countries outside the UK after retirement, your state pension could be “frozen.” This means you will not receive the usual annual increases granted under the triple lock system.

How can millennials save for retirement?

Thursday, 14 August 2025 -

Saving and investing early offers the benefit of time, which, when paired with a solid investment strategy, can have a significant impact on your long-term wealth.

Closing the gender gap in investing

Tuesday, 05 August 2025 -
The gap highlights the need to understand and address the factors preventing young women from investing.

Who will inherit your pension? Find out now!

Friday, 01 August 2025 -

A new study reveals a startling insight. As many as one in six (15%) individuals with a partner are unclear about who will receive their pension savings if they pass away before accessing them[1]. Even more concerning, this figure rises to nearly one in five (18%) among the Silent Generation (aged 79 and older). Such statistics highlight the urgent need for improved awareness and planning regarding pension inheritance.

Planning for lifes most significant milestones

Tuesday, 29 July 2025 -

Understanding how to manage your finances is crucial for maintaining your lifestyle and peace of mind.

Fresh opportunities to maximise your savings potential

Friday, 25 July 2025 -

As we are now a few months into a new tax year, it presents new opportunities to maximise your money. With new tax allowances available and another year to benefit from tax-efficient savings, now is the ideal time to organise your finances. Acting early can help you maximise your returns throughout the year and ensure you make the best financial decisions. Here’s why you ought to consider taking action now and how professional financial advice enables you to stay ahead.

Transferring wealth to the next generation

Thursday, 24 July 2025 -

The assets you have built over the years are a testament to your hard work and dedication. Naturally, you will want to ensure that these assets are preserved, safeguarded and transferred in a manner that benefits your loved ones or chosen beneficiaries.

How much is enough for your retirement?

Tuesday, 22 July 2025 -

With many factors to consider, including income needs, inflation, investment strategies and unexpected life events, it’s easy to feel overwhelmed when knowing if you have enough to retire.

How gut instinct is guiding financial futures

Friday, 18 July 2025 -

Millions of UK adults are approaching retirement more guided by intuition than by careful planning

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.

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Recent News

Friday, 12 September 2025 -

It’s not surprising that the world of investing can seem complex. Investors today are confronted with ever-changing market conditions, a constant stream of news, and an overwhelming number of investment options. Navigating this landscape can feel daunting, even for seasoned investors.

Thursday, 11 September 2025 -

Tuesday, 09 September 2025 -