Explained: Why your pension could become liable for Inheritance Tax
James Saulsbury James Saulsbury

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.

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5 tips for overcoming the fear of investment uncertainty
James Saulsbury James Saulsbury

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.

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The positive psychology of clear financial goals
James Saulsbury James Saulsbury

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.

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How to be a successful investor: The importance of patience
James Saulsbury James Saulsbury

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.

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5 ways to embrace solo travelling later in life
James Saulsbury James Saulsbury

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.

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What you can learn from Michael Sheen about spending with purpose
James Saulsbury James Saulsbury

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.

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

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

The start of a new year is the perfect time to set goals for the months ahead and create a plan for how to achieve them. This useful guide offers five practical tips that can help you manage your wealth in 2026 and beyond.

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How much should you contribute to your pension?
James Saulsbury James Saulsbury

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. Discover what steps you could take to assess what contribution you may need to make. 

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