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Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year,…
2 reasons to combine your financial plan with your partner’s
Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your…
How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to create a…
7 ways financial planning could help you set realistic goals
As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A…
Why retirement has a language problem and how to change the narrative
Language is powerful. The words you use to describe different scenarios can change how you perceive events, and the language…
Investment market update: December 2025
After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may…
Guide: The money lessons your family could learn from board games this Christmas
There is perhaps no better time than the festive season to sit down and enjoy a favourite board game with…
Investment market update: November 2025
One of the biggest factors affecting investment markets in November 2025 was concern about an AI bubble. Despite this, there…
8 financial tasks to complete before the end of 2025
Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some…
Is the default pension fund right for you?
How your pension is invested will affect its value and the income it will provide you later in life. If…
Explained: The new Cash ISA rules and what they mean for your savings
In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could affect…
Why your most important goals could trigger financial bias
Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and…