Financial Planning

Guide: 5 tips to help you manage your wealth in 2026

The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them.…
A screen displaying stock market data.
News

Investment market update: January 2026

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Read on to find out what factors may have affected your investments at the…
A man using his phone.
News

How to break your phone habit to reclaim your time

Phones are incredibly practical tools, letting you stay in touch with your loved ones, watch videos, and even track your fitness, all from a device that fits in your pocket. Your phone…
A couple speaking to a mortgage adviser.
News

How to navigate the mortgage market to find the right deal for you

The number of mortgage deals available has reached its highest level since October 2007, according to a MoneyAge article (12 January 2026). As of January, there were more than 7,150 mortgage options…
A woman unlocking a front door.
News

6 life insurance myths homeowners should know

Compared to other countries in Europe and the US, Brits are among the least likely to take out life insurance, and it could leave their families in a vulnerable position if the…
A business owner talking with her employees.
News

Employee Ownership Trusts: Why they could be a strategic exit option for business owners

If you’re a business owner thinking about your long-term plans, you might have already considered the ways you could exit your company. Employee Ownership Trusts (EOTs) have become a common way to…
A group of men hiking together.
News

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 turn away from difficult topics, such as those relating to your finances,…
Couple looking at paperwork and using a calculator
News

Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first

In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an…
City of London skyline.
News

Investment market update: December 2025

After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of your portfolio at the end of the…
Recent Guides
Guides

Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year

The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these valuable allowances before the end of…
Guides

What the Back to the Future ripple effect could teach you about financial planning

It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that could be valuable…
Guides

The compounding effect: How it could boost or harm your finances

When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed. But that didn’t stop it from becoming synonymous with the celebrated physicist,…
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