Research suggests that impact investment portfolios could be well-positioned to defy recessions. Discover what impact investing is and which characteristics could help deliver long-term returns.

Using AI or taking a DIY approach to writing your will could mean your assets aren’t distributed in a way that aligns with your wishes. Discover some of the key reasons why working with a solicitor could be valuable, from minimising mistakes to reflecting your financial plan. 

It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.

While investing may seem exciting in the media, a “boring” approach could deliver higher returns over a long-term time frame. Find out why and how it could create opportunities for exciting lifestyle decisions in the future.

Retirement is a milestone that’s associated with a lot of emotions. From excitement to fear, these emotions may affect your financial decisions, which could have long-term implications. Read about three ways emotions might influence you, and how to reduce their effect.

Research from Harvard spanning decades found that the secret to a happy life is the quality of your social connections. Find out more about the fascinating study and how you could incorporate the findings into your financial plan.

Once described as the “eighth wonder of the world”, compounding could be key to building wealth and reaching your lifestyle goals. However, if you don’t understand how it works, it might be a missed opportunity or even harm your finances. Read this insightful guide to find out why you need to know what compounding is.

Creating an estate plan can be difficult in any circumstances, but it might be particularly challenging if you have a young family member to consider. If you do, naming a guardian in your will and using a trust to pass on assets to them could be valuable.

Did you know the interest your savings earn could be taxed? As tax thresholds are frozen and interest rates are rising, more savers are set to be hit by an unexpected tax bill. Find out when your savings could be taxed and how you might reduce your liability.

A decade ago, retirees were given more ways to access their savings thanks to the introduction of Pension Freedoms. While many people welcomed the greater flexibility, data suggests it’s come with challenges too. Discover some insights that may help you make informed pension decisions.

When you’re creating a financial plan as a couple, you might encounter some challenges, such as difficulty talking about money or conflicting goals. Working with a financial planner could help you navigate these obstacles to get the most out of your joint assets.

While market volatility might seem like something that happens to investors, their emotions may play a role in short-term market movements. Find out how fear and anxiety could lead to investment values falling.

Research suggests money doesn’t necessarily make your happier. So, examining what brings you joy may be essential for building a financial plan that aligns with your wellbeing. Discover some key questions you might want to consider.

Once described as the “eighth wonder of the world”, compounding could be key to building wealth and reaching your lifestyle goals. However, if you don’t understand how it works, it might be a missed opportunity or even harm your finances. Read this insightful guide to find out why you need to know what compounding is.

The chancellor has delivered the government’s Spring Statement. Here’s a useful summary of the key measures Rachel Reeves announced in her speech.

“Snowballing” your investments could help your money grow faster over a long-term time frame. By leaving returns to be invested, they have the potential to generate additional returns thanks to the compounding effect.

Around 12% of UK adults have invested in cryptoassets, according to the Financial Conduct Authority. Understanding what the term means, and the risks associated with investing in these types of assets could be valuable 

While financial challenges often come up when talking to people nearing retirement, the emotional obstacles could be just as important. Fortunately, a tailored financial plan could help you feel confident and excited for the next chapter of your life.

When reviewing a cashflow model, it can seem like there are a lot of numbers. Looking beyond the figures to incorporate your lifestyle goals could help you get more out of it and build an effective financial plan.