How to continue embracing adventure in retirement
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.
4 ways you could choose to pass on assets to loved ones
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.
5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
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.
7 ways financial planning could help you reduce stress
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.
Revealed: The hidden benefits of long-term financial planning
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.
Why you could benefit from reviewing your financial habits as you transition into retirement
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.
Guide – SMART goals: 5 steps to effective financial planning
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 Capital Gains Tax essentials you need to know
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.
Explained: Why your pension could become liable for Inheritance Tax
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.
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 the freedom to focus on the things you enjoy and boost your wellbeing as a result.
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 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.
The positive psychology of clear financial goals
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.
How to be a successful investor: The importance of patience
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.
Your Spring Statement update – the key news from the chancellor’s speech
The chancellor has delivered the government’s 2026 Spring Statement. Here’s a helpful summary of the key measures Rachel Reeves announced in her speech
Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year
The current tax year will end on 5 April 2026, and many important allowances and exemptions will reset. Read this handy guide to see which allowances you could make use of before the deadline to help your money go further.
5 ways to embrace solo travelling later in life
Solo travelling is becoming increasingly popular, giving you the freedom to explore at your own pace and set your own agenda. Discover five practical ways to get started on your solo adventure.
The power of pension tax relief and how it could boost your retirement income
Pension tax relief can significantly bolster your future retirement income. Here's why it's worth ensuring you've claimed all you're entitled to.
What you can learn from Michael Sheen about spending with purpose
Spending money with purpose can improve your wellbeing. With International Day of Happiness taking place on 20 March 2026, now is the perfect time to think about how you want to use your wealth in a meaningful way, taking inspiration from renowned actor Michael Sheen.
3 insights from the FTSE 100’s performance that could help you curb impulsive decisions
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100. The index was up 21.5% over the year. Find out what investments lessons you could learn from the FTSE’s performance.
5 ways to emotionally recover from past financial mistakes
While mistakes can be frustrating, moving past them is important. Holding on to financial mistakes could mean you lose confidence in your ability to make decisions, so read five ways to emotionally recover.