Being happy over a period of time takes work. Discover the role that money plays in your wellbeing and why balance is important.

How are you setting your life goals? Are you following a well-trodden path or choosing aspirations that are meaningful to you? Find out how a financial plan could help you set intentional goals.

The amount HMRC is forecast to collect through Capital Gains Tax is set to more than double between 2024/25 and 2030/31. Find out what’s driving the growth and how you might mitigate a potential tax bill.

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. Already speculation about what will be announced is rife. Here’s how to avoid headline-driven decisions.

Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Discover some of the reasons why cash might feel safer and the potential impact of overlooking investing.

The amount of money lost to fraud is on the rise. One way you can protect your assets is by being aware of the common types of scams, so you’re in a better position to spot the warning signs.

From April 2027, most pensions will form part of your estate for Inheritance Tax purposes. Our latest guide explains what's changing, who could be affected, and the steps you can take now to help protect your wealth.

If you’re yearning for an adventure in retirement, this chapter of your life doesn’t have to mean putting your feet up and embracing a slower pace of life. Whether you’re keen to explore new destinations or take up a new activity, there can still be adventures around the corner.

Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, including these four practical options.

With most unused pensions set to be liable for Inheritance Tax from 2027, more people are taking their tax-free lump sum early. Here are five questions to answer before deciding whether this is a suitable strategy for you.

Financial worries are common, but engaging with your finances to create a long-term plan could ease stress. Discover seven ways financial planning could help you feel more confident about your financial future.

When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part of some financial plans, the hidden benefits may be even more valuable to you.

Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Find out why.

Planning your finances without clear goals could mean you miss the mark or feel unsure whether you’re on track. Download this practical guide to discover how using the SMART framework may help you set effective financial goals.

The amount of Capital Gains Tax investors collectively pay is set to soar over the next six years. Find out how the tax works and what steps you might take to reduce a potential tax bill.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result.

Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate uncertainty from investing, there might be things you can do to overcome the fear of the unknown if it’s affecting your financial decisions.

A survey has identified an “ambition gap” in the UK, with millions of adults admitting they have no financial aspirations for the coming year. Not only can a clear goal mean you’re more likely to achieve your aspirations, they can also have a positive effect on your wellbeing.

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. With investment strategies usually covering long time frames, composure is essential.