News & Articles

With property prices rising across the UK, the home represents the single largest asset in the estate for many families. Indeed, research reported by Zoopla (17 July 2025) shows that the average UK home increased in value by 20% between 2020 and 2025. That being the...

Flexible pension withdrawals have reached record levels since Pension Freedoms were introduced in 2015. While total control over your retirement fund can be liberating, it places the onus on you to ensure you’re managing your finances responsibly. UK retirees rely...

Becoming financially free as you enter retirement could make a huge difference to this chapter of your life. Financial freedom doesn’t necessarily mean becoming wealthy. Instead, it’s about having enough to live the life you want on your terms, without having to worry...

Passing assets to your loved ones during your lifetime could have many benefits. Yet, that doesn’t mean it’s simple, and you might experience emotional challenges even if you’re sure it’s the right thing to do in your circumstances. According to an FTAdviser article...

Unfortunately, when you’re being targeted by a scam, it doesn’t come with a huge warning sign that’s impossible to miss, and it could mean you unwittingly fall for a fraudster’s tactics. Indeed, according to a Nationwide (25 September 2026) survey, the average Brit is...

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 130 episodes of the Financial Wellbeing...

A growing number of families are financially supporting their children or grandchildren as they navigate adulthood. A financial plan could help you understand the impact on your finances now and in the future. Stagnant wages, the rising cost of living, and...

The amount HMRC is forecast to collect through Capital Gains Tax (CGT) is set to more than double between 2024/25 and 2030/31, according to the Office for Budget Responsibility (OBR, 9 February 2026). The good news is that there might be steps you could take to reduce...

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. The weeks leading up to an Autumn Budget always feature rumours about what might change and how it could affect personal finances....

Retirement is a major life event that most people spend years planning and looking forward to. And yet, research by Moneybox (3 July 2026) reveals that 43% of over-55s have never discussed their retirement finances with anyone, and just 44% have spoken about them to...