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How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future.…
What the Back to the Future ripple effect could teach you about financial planning
It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the…
ESG investment is falling. Should you change your investment strategy?
Data from a May 2025 article from Morningstar suggests the amount invested in ESG (environmental, social and governance) funds fell…
Should you choose a Cash or Stocks and Shares Junior ISA for your child?
A Junior ISA (JISA) is often an effective way for parents to start putting money aside for their children to…
4 steps that could recession-proof your retirement
If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure.…
Why defining “financial freedom” could help you achieve it
Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is…
How to improve your financial resilience
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also the Four Cornerstones…
Investment market update: May 2025
Uncertainty continued to lead to market volatility in May 2025. However, there was some good news for investors as some…
The compounding effect: How it could boost or harm your finances
When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed.…
Key financial planning challenges couples face and how we could solve them
Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and…
Essential estate planning steps that could protect young family members
When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax…
Why the best legacy could be passing on your financial wisdom
If you want to help younger generations, passing on this pearl of wisdom could be key – start saving for…