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Using AI or taking a DIY approach to writing your will could mean your assets aren’t distributed in a way that aligns with your wishes. Discover some of the key reasons why working with a solicitor could be valuable, from minimising mistakes to reflecting your financial plan. 

While investing may seem exciting in the media, a “boring” approach could deliver higher returns over a long-term time frame. Find out why and how it could create opportunities for exciting lifestyle decisions in the future.

The “normal minimum pension age” is rising from 55 to 57 in April 2028. It could mean you’re unable to access your pension savings on your planned retirement date. Find out what you need to know and the steps you could take to keep your retirement plan on track.

We all become more forgetful as we get older. But can you differentiate what is a normal part of the ageing process and what is a cause for concern? Read on to discover the early signs of dementia that may be important to know.

While the effect of trade uncertainty on investment markets eased in June, tensions in the Middle East worsened and led to volatility. Find out what else may have affected your investment portfolio recently.

It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.

 If you’ve invested time, money, or emotions into a decision that doesn’t work out how you expected, the sunk cost fallacy might mean you stick with it, even if there are better alternatives. Find out how previous efforts could affect your financial decisions.

US tariffs and growing uncertainty in Ukraine led to volatility in investment markets in March 2025. Find out what else may have affected the performance of your investments.

A survey suggests just 8% of people have registered a Lasting Power of Attorney. For some, it means decisions, like being discharged from the hospital, are delayed because there isn’t someone to act on their behalf. If you haven’t named an attorney, find out how it could improve your security.

From April 2027, pensions will likely be included in estates when calculating Inheritance Tax liability. The potential upcoming change has led to more than half of UK adults planning to adjust their retirement or estate plan. If you’re concerned, there are options, but it’s important to take the time to understand the potential implications.  

Global uncertainty means your investments and the wider market may be experiencing more volatility than usual. While it might be difficult to do so, remaining calm and focusing on your investment strategy is often a long-term approach that makes financial sense.

You might associate a financial plan with being more frugal. Yet, there are times when spending more could make sense, especially if it supports your goals and wellbeing. Find out why your financial plan could encourage you to increase your outgoings.

The chancellor has delivered the government’s Spring Statement. Here’s a useful summary of the key measures Rachel Reeves announced in her speech.

When creating an estate plan, you might want to pass assets to loved ones who cannot manage their finances themselves. In some cases, a trust could be a valuable option to consider, and some questions might help you understand if it could be right for your goals.

The end of the tax year is approaching and some key allowances will reset. Find out more about five useful tax allowances that could reduce your overall tax bill and form part of your financial plan.

Research seeking to uncover the secret to happiness in retirement has found a common theme – financial stability. For many, that doesn’t mean generating huge sums, but understanding their income. Discover some of the reliable income sources you might receive in retirement and how financial planning could help.

Sometimes your plans might change due to a decision you’ve made or factors outside of your control. Unexpected changes may be a cause of apprehension, but reviewing and updating your financial plan could give you confidence.

If you struggle to fit regular exercise into your daily routine, you’re not alone. Find out how weekend exercise could offer you the same benefits as regular workouts, and how you can make the most of intermittent fitness.

 Political instability in Europe and further afield led to market volatility in December 2024. Yet, as the end of the year approached, there were investment market highs and reasons to be optimistic too.

The chancellor has delivered the Labour government’s first Autumn Budget. Here’s a useful summary of the key measures Rachel Reeves announced in her statement