From introducing a “mansion tax” to creating a separate tax for property income, the November 2025 Budget included several announcements that could affect landlords. Find out what you need to know about four key changes.

Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your and your partner’s financial plans could be valuable. It may seem too practical for a day celebrating love, but it could support your relationship.

Overlooking your pension when thinking about your future as a business owner could leave you in a difficult situation when you want to retire. Find out why you might consider your exit strategy alongside your pension, rather than as a replacement for it.

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. 

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.

After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of your portfolio at the end of the year.

While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Find out more about five key considerations, like whether you should defer your State Pension or supplement your salary.

Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some financial tasks as you enjoy a mince pie. Ticking off these jobs now could help ensure you have everything ready for 2026.

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.

Your home is often among your most important assets – it provides security for you and your family. Assessing how you’d keep up with mortgage repayments if your income suddenly stopped could improve your financial resilience and protect your home.

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

In November 2025, concerns of an AI bubble affected the markets, but there were still highs. Find out what else may have influenced the performance of your investment portfolio.

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

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.

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.

Venture Capital Trusts were launched 30 years ago and offer a way to invest in smaller companies that have the potential to deliver high growth. Find out why they could be attractive to higher-rate taxpayers and the risks you should consider.

Phasing into retirement could offer emotional benefits by helping you retain your sense of purpose and social connections. In addition, it could support your long-term finances. Find out more about the benefits of retiring gradually.

Markets reached record highs in October 2025 despite ongoing uncertainty and disappointing economic data in some regions. Find out what may have affected the performance of your investments.

Almost half of workers aged over 50 are already phasing into retirement or would like to do so in the future. Find out why a gradual approach to retirement could be attractive, along with some of the options that could allow you to do so.

This Halloween, read about some of the financial “tricks” you might fall for if you’re not careful. Fortunately, working with a financial planner could help you navigate complicated allowances and rules to turn them into “treats”.

Leaving a gift to charity in your will is a lovely legacy, supporting causes close to your heart. It could even help to lower your Inheritance Tax liability, too. Find out more.

When markets experience volatility, even level-headed investors can let their emotions or other influences affect their decisions. Discover some of the ways financial bias might affect your decisions when the value of your portfolio rises or falls.

Have you accumulated multiple pensions over the years? Discover three reasons why consolidating your pension funds could boost your retirement income, and key downsides to consider.

Despite disappointing economic data in the UK and further afield, there was positive news for investors during September 2025, including a rise in markets. Find out what factors might have influenced the performance of your investment portfolio.

Taking out a new mortgage deal could represent a shift in your financial commitments. So, reviewing whether your financial protection is still appropriate could ensure you have a vital safety net should you face a shock.

It was just 50 years ago that the Sex Discrimination Act 1975 allowed women to open their own bank account or take out a mortgage alone. Progress has been made since then, yet the gender wealth gap remains. Discover how working with a financial planner could help women close it.

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. Read about three ways biases could influence how you approach estate planning.

Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to set out what your wishes would be. Read about five steps you could take to ensure you receive your preferred form of care if you need support in the future. 

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.