A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge.

Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Find out why.

Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, including these four practical options.

Rental reform under the Renters’ Rights Act came into force on 1 May 2026. For landlords, it represents a significant change, so if you already have a property portfolio or are considering purchasing buy-to-let properties, it’s important to be aware of the reforms.

With most unused pensions set to be liable for Inheritance Tax from 2027, more people are taking their tax-free lump sum early. Here are five questions to answer before deciding whether this is a suitable strategy for you.

There were highs and dips in the investment markets in May 2026. Discover some of the factors that may have affected your portfolio’s performance.

During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out what external factors may have affected the performance of your investments.

As the youngest of the baby boomers are now in their early 60s, business owners in this generation could benefit from considering exit strategies if they haven’t already.

If you’re planning to take a career break, being proactive and considering the potential long-term implications could help you keep your pension and long-term plans on track.

As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.

Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney in place.

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect due to biases.

A new member has joined our investment team.

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement, and could face uncertainty later in life as a result. However, opening a pension could benefit both you and your business.

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful

Thousands of people delay claiming their State Pension every year. There are some potential benefits, including managing their tax liability, but there are also drawbacks that are important to consider.

Student loans have recently featured in headlines. Find out what’s causing the debate, how your family might be affected, and some ways you could support students or graduates.

Student loans have recently featured in headlines. Find out what’s causing the debate, how your family might be affected, and some ways you could support students or graduates.

Conflict in the Middle East caused market volatility throughout March 2026. Find out what other factors may have affected your investments.

Fraudsters are developing increasingly sophisticated ways to scam you. Here's how they might use crypto hype to separate you from your hard-earned wealth.

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life, it is possible to be prepared, and a cashflow model could help you identify how.

Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate uncertainty from investing, there might be things you can do to overcome the fear of the unknown if it’s affecting your financial decisions.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. With investment strategies usually covering long time frames, composure is essential.

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected markets. Read about some of the factors that may have affected your investment portfolio.

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Find out what factors may have affected your investments at the start of 2026.

Compared to other countries in Europe and the US, Brits are among the least likely to take out life insurance. Discover six myths that might have put you off taking out insurance, and why you might want to reconsider.

Going through a divorce is difficult, and it’s normal to experience a sense of loss of control. It can be tempting to turn away from difficult topics, such as those around your finances. However, tackling them head-on could help you regain your confidence and offer clarity about your future.

Pension tax relief can significantly bolster your future retirement income. Here's why it's worth ensuring you've claimed all you're entitled to.