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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…
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News

7 motivational tips to help keep your 2026 goals on track

With the festivities of 2025 now at a close, you’ve likely already started thinking about the year ahead. Indeed, 2026 brings the opportunity to reflect on what you hope to achieve over…
A “to let” sign outside of a home.
News

4 key Budget announcements that could affect landlords

From introducing a “mansion tax” to creating a separate tax for property income, the November 2025 Budget included several announcements that could affect landlords. Here’s what you need to know about four…
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News

What is the bank rate, and how it could affect your mortgage?

When you take out a mortgage, you pay interest on the amount you borrow, and the bank rate set by the Bank of England (BoE) can affect your repayments. Read on to…
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News

How much should you contribute to your pension?

A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a MoneyAge article (11 November 2025). Striking the…
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News

Phasing into retirement: 5 essential financial considerations

While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out more about five key considerations. 1. Calculate if you’ll need to…
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News

How to protect your home in case of income loss

Your home is often among your most important assets – it provides security for you and your family. Assessing how you’d keep up with mortgage repayments if your income suddenly stopped could…
A woman carrying a box and a plant into her new home.
News

7 factors mortgage lenders review when assessing your application

Submitting your mortgage application can be stressful. If the lender rejects your application, it could mean you miss out on the chance to buy the property. Understanding what lenders will be assessing…
Recent Guides
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,…
Guides

The home movers guide to mortgages

Whether you’re just exploring your options or already have a property earmarked for your next move, there are some important things to consider when it comes to buying your next home. The…
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