While you can choose to write a will without professional legal advice, it may mean you’re more likely to make a mistake. With Will Aid taking place in November, it might be the perfect time to write a will if you haven’t already done so.

When you think about your financial plan, pensions, financial protection, and investments might come to mind. Yet, financial planning is about much more than growing your wealth. It’s about using your money to help you get more out of your life and improve your wellbeing.

Figures suggest more people are gifting assets to loved ones to reduce a potential Inheritance Tax bill. However, while it might seem like a simple solution, there are factors you may want to consider first.

Once you’ve created a financial plan, reviews become an important part of keeping you on track. Read three reasons why they play an essential role in managing your finances here.

Discover what affected investment markets, from ongoing high inflation to weakening consumer demand, in September 2023.

Did you know you could withdraw a lump sum from your pension without paying Income Tax? This could provide the perfect way to kickstart your retirement, but there are some key questions you may want to consider before making a withdrawal.

8.5 million over-65s are paying Income Tax – that’s a 10% increase compared to last year. Inflation and frozen tax thresholds mean more retirees need to think about managing their tax liability.

Less than half of married couples have a Lasting Power of Attorney in place. If it’s something you haven’t done yet, here are seven reasons you may want to make it a priority.