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5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced…
Why you could benefit from reviewing your financial habits as you transition into retirement
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might…
Balancing your goals: Why investing could be suitable for long-term goals
Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these…
How the value of your estate affects a key Inheritance Tax allowance
Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a…
Investment market update: April 2026
During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out…
Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances…
Wealth v strategy: Why a financial plan is essential
Building wealth without a financial plan may be like searching for a destination without a map. You might miss the…
Why doing nothing might be the hardest investment strategy to follow
Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach…
How to really sell a business
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four…
Guide: How to plan for a 100-year life
The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to…
Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life…
4 ways you could pass on wealth and protect your chosen family
Estate planning isn’t always as straightforward as leaving everything to a spouse or direct descendant. In fact, many people in…