Turning wealth into happiness: Why a plan makes a difference
The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you…
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How cashflow modelling can act as an early warning system for financial shocks
Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from…
5 tips for overcoming the fear of investment uncertainty
Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a…
How a financial plan could help you feel in control following a divorce
Going through a divorce is difficult, and it’s normal to experience a loss of control. It can be tempting to…
The money lessons you can teach children at every stage to boost their financial literacy
Financial literacy was first introduced into the national curriculum back in 2014, aimed at children aged between 11 and 16. …
6 in 10 over-45s are underestimating the cost of care by thousands of pounds
Brits could face a worrying shortfall if they need care later in life. A report from the Just Group (8…
Why business owners may want to consider a pension alongside their exit strategy
When you’re building a business, you might have little time to think about other aspects of your long-term finances. However,…
The financial biases shaping the AI stock boom
AI adoption has rapidly increased in recent years, and it has affected the stock prices of businesses operating in the…
5 useful tips that could help you identify financial blind spots
There are times when you may make mistakes without realising it. These mistakes could be due to blind spots, such…
8 financial tasks to complete before the end of 2025
Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some…
Why your most important goals could trigger financial bias
Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and…
How financial planning could give you the confidence to spend more
Financial planning isn’t just about saving. It’s about giving you the control and confidence to spend, too, enjoying today and…
Phasing into retirement: The flexible options you might consider
Almost half of workers aged over 50 are already phasing into retirement or would like to do so in the…
The essentials you need to know if you’re considering gifting your home to your children
Your home is likely to be one of the largest assets you own. So, you might be thinking about gifting…
Does your income make you a “Henry”? Here are some ways it could affect tax considerations
High earners striving to build wealth, dubbed “Henrys”, may find their tax position changes drastically as their income grows. Find…
4 methods for tax-efficiently supporting charities
Supporting a good cause could increase your wellbeing and, in some cases, it could make sense from a tax perspective…
4 times you might want to review your financial plan
Life is often unexpected, and your financial plan should be updated to reflect changes to your circumstances or goals to…
How to remain calm amid Autumn Budget speculation
The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news.…
Planning for care: Making later-life support part of your financial plan
While many people live independently later in life, planning for potential care costs could provide you with more options should…
Planning for care: The costs you might need to make part of your financial plan
Many people in the UK need to pay for at least a portion of their later-life care if it’s required.…
The joy of anticipation: How financial planning generates wellbeing
Anticipating future events that you’re looking forward to has been shown to reduce stress and boost your wellbeing. From your…
What does “diversified” mean when you’re investing?
When looking at investments, you may have heard the term “diversification”. It’s often an important part of an investment strategy,…
5 shrewd ways to avoid paying tax on your savings
Did you know the interest your savings earn could be taxed? As tax thresholds are frozen and interest rates are…
Why the best legacy could be passing on your financial wisdom
Many people consider what they’ll leave behind for loved ones and how it could help them be more financially secure.…