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Guide: 7 allowances you might want to use before the end of the 2024/25 tax year

When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the 2024/25 tax year ends, might help your money…
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The guide to securing a mortgage with a poor credit score

Finding a mortgage with a poor credit score may seem like an uphill battle, but it isn’t impossible. If you’re an aspiring homeowner but are worried about how your credit report could…
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Investment market update: January 2025

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there was positive news too. Read on to discover some of the factors that may…
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5 practical tips for staying healthy in your 50s and beyond

Getting older unfortunately might mean getting used to new limitations. However, making healthy lifestyle changes can improve your quality of life no matter what age you start at. So, instead of staying…
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3 reasons why your mortgage interest rates could fall this year

A mortgage is often the largest loan you’ll ever take out, and looking at how much interest you’ll pay over the full term can often feel daunting. The good news is that…
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Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family…
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Looking beyond the numbers when using a cashflow model

A cashflow model is a valuable tool that lets you understand how the value of your estate and individual assets might change in the future. But, to get the most out of…
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5 useful allowances and exemptions that will reset at the end of the tax year

Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current tax year will end, and many tax-efficient…
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Investment market update: December 2024

Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may have influenced your investment returns at the end of 2024. Remember…
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Guides

Guide: 5 key financial planning steps to consider during a divorce

Going through a divorce can be incredibly emotionally challenging, but it may also represent the beginning of a new phase of your life. When starting a new chapter, it’s important to consider…
Guides

10 of the world’s best destinations to travel to during winter in the UK

It’s not hard to argue that winter is a magical period. In northern hemisphere countries like here in the UK, it’s the time of year when cities sparkle with festive lighting, snow…
Guides

Guide: Your retirement choices: How to generate an income in later life

Retirement on your terms is likely to be one of the key elements of your financial plan. So, as you approach or reach retirement, now is the time for you to start…
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