There’s more to being a successful investor than following the latest market trends and tips. Setting out a strategy that’s right for you could allow you to balance risk and goals.

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.

Gifting can be an effective way of reducing your Inheritance Tax liability. However, it’s not always simple. Discover five things to check before you get started.

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. 

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. 

Language is powerful. The words you use to describe different scenarios can change how you perceive events. The language used for retirement could lead to a pessimistic outlook, but it is possible to change the narrative.

Financial blind spots could mean you make mistakes without realising it. These five tips could help you adjust how you review your finances and make decisions to limit the effects of blind spots.

Every investor wants to be successful, but what “successful” means can vary significantly between investors. Find out why your goals are essential for determining what success means for you.

Bias can affect the decisions you make, including financial ones. But how are biases formed? Research suggests numerous factors influence biases, including emotions and evolution.

The last 12 months have been interesting for investors, with the market experiencing volatility. Discover some valuable insights from 2025.

Savvy singers and songwriters can generate an annual income by putting out a Christmas hit. As you shop for loved ones, you might want to think about how you can give a gift that could keep on giving too.

If you’re under 65, the amount you can add to a Cash ISA each tax year will fall from £20,000 to £12,000 from April 2027. Find out what you need to know about the new Cash ISA rules and how they could affect your savings.

Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and information. Indeed, the more important the goal is to you, the more likely it is that bias occurs.

Anxiety can be debilitating, and, for many people, money is a source of stress. Read three tips about how you approach your finances and discover why they could reduce money anxiety.

The chancellor has delivered the government’s Autumn Budget. Here’s a summary of the key announcements Rachel Reeves announced in her speech and what they could mean for your financial plan.

More than a decade after financial education was added to the national curriculum, 53% of children are leaving school without having received “meaningful” education on the topic. When building a nest egg for the next generation, combining it with money lessons could be valuable.

Once you’ve created an estate plan, you might want to talk to your family about the decisions you’ve made. While these conversations can be difficult, they’re important and could ensure everyone is on the same page.

A financial plan is rarely only focused on the person making it. In fact, for many people, a successful financial plan will have a positive ripple effect, so the benefits are felt by their family too. Find out how your financial plan could support your loved ones.

Financial planning isn’t just about saving. It’s about giving you the control and confidence to spend, too, enjoying today and preparing for tomorrow.

What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market. However, the markets aren’t the starting point of a successful investment: your mindset is.