The way an Inheritance Tax bill is calculated could mean some families have overpaid and they may not be aware they’re entitled to a rebate. Falling property prices could mean more people overpay in the future. Find out why here.  

Figures suggest the average nursing care home costs more than £60,000 a year. If it’s not something you’ve considered as part of your financial plan, doing so could improve your comfort and security later in life.

This month, read about two key decisions you’ll need to make when investing – whether you should invest in shares or through a fund, and how to make your investments tax-efficient.

While inflation is easing in many countries, data still suggests households and businesses are facing challenges. For investors, it could mean portfolios experience volatility over the coming months. Read some of the factors that affected the markets in July 2023 here.

While a common retirement fear is spending too much, underspending is a challenge too. For some retirees, being too frugal could mean they miss out on enjoying the next chapter of their life despite working hard to create financial security.

Trusts aren’t just useful for very wealthy families. They may be a valuable way to pass on assets to your loved ones for a variety of reasons. Read five reasons why families make trusts part of their estate plan here.

A quarter of small businesses would close immediately if they lost a key person. Yet, appropriate protection is something many firms are overlooking. Find out how key person protection works and how it could add value here.

There are lots of myths about Inheritance Tax that could lead to your loved ones suffering a larger bill than you expect. Discover seven common misconceptions and what you need to consider to effectively pass on wealth here.