Having a will in place means your estate will be dealt with according to your wishes, and there are other important reasons to write a will too. Find out more about making a will, as well as setting up a Lasting Power of Attorney, in this useful guide.

There’s a certain comfort in holding cash savings. However, looking at a wider range of options and investments could help you see higher returns. Find out why.

Retirement is an exciting milestone but decumulation could present some challenges, such as changing your mindset and ensuring you don’t run out of money during your lifetime. Find out more about decumulation dilemmas and how a financial plan could help you manage them.

Visualising wealth could improve your financial decisions and provide reassurance that you’re on track to reach goals. It’s something that people have been doing for centuries and today you can use powerful cashflow planning tools to see a representation of your wealth and how it might change.

The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news. While it can feel tempting to respond to attention-grabbing headlines, it might lead to decisions that aren’t right for you or don’t align with your long-term financial plan.

Your relationship with money is related to far more than how much cash you have. In fact, psychological influences could be having more effect on your decisions and how you feel about wealth than you think. Find out how a financial plan could help improve how you think about money.

While many people live independently later in life, planning for potential care costs could provide you with more options should you need support. Read about some of the ways you might make care part of your long-term financial plan, such as using assets to create a regular income or considering property wealth.

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.