There’s more than one way to pass on wealth to your loved ones to help them reach their goals. This useful guide explains the pros and cons of gifting, using a trust, and leaving an inheritance. It could help you pass on assets effectively to support the next generation.

Financial protection could provide a valuable safety net when you take out a mortgage. One important benefit you may be overlooking is how it could improve your mental wellbeing.

Lifetime ISAs could provide a valuable boost to the deposit of first-time buyers. If you’re an aspiring homeowner, find out what you need to know and how these accounts could help you get on the property ladder sooner.

 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.