Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones. A survey found that more than half of people dealing with bereavement and probate said it harmed their mental health. Read here to discover some of the practical steps you could take. 

Research suggests households are paying more tax than they were at the time of the last general election in 2019. If you’re married or in a civil partnership, planning as a couple could help reduce your tax burden.

A survey suggests many families could be overlooking the value trusts could add to their estate plan. Find out why a trust could be useful and some of the questions you’ll need to consider here.

A record number of people are celebrating their 100th birthday. In fact, over a century, the number of centenarians increased 127-fold. Rising longevity means thinking about the long term, as making financial decisions could become even more important.

Regular financial reviews may help keep your goals on track. While adjusting your plan due to short-term movements or bias could be harmful, there are times when changes are appropriate. Discover two reasons you might update your financial plan here.

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

Withdrawing a flexible income from pensions has become a popular option among retirees. Yet, it comes with challenges too, and you may need to consider how to balance short- and long-term needs. This useful guide explains some of the key factors you might want to consider before you start taking an income.

Critical illness has helped provide financial security when people face a serious illness for 40 years. It could create a financial safety net and peace of mind for you too.