Why parents should look to Christmas investment gifts instead of toys. With the festive season approaching, have you thought about gifting your children or grandchildren

People thinking more about their spending and financial priorities. The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their

Older homeowners receive £1.94 billion. Older homeowners received a £1.94 billion property wealth boost in the first half of 2021, data shows[1]. More than half

£5.3 billion lost from over-50s’ retirement pots throughout the course of the pandemic. Over-50s workers in the UK could have a £5.3 billion hole in

Attitudes and aspirations of this year’s retirees. The coronavirus (COVID-19) pandemic has impacted on every aspect of our lives, affecting individuals’ financial situation and for

Plan for tomorrow, live for today. Change is the only constant in life. It inevitably involves twists and turns, with some that are expected while

Over time, pension schemes close, merge or become renamed. Changed job? Moved house? It’s not always easy to keep track of a pension, especially if

Protection should be a core part of your financial plan. If you are worried illness or injury could leave you without enough to pay bills,

Vision without action is merely a dream. Having a financial plan in place early on can make it easier to manage your money further down

Understanding your options and putting a plan in place. We spend our working lives building towards retirement. Choices we make today will have a big

Are you making use of this useful and much under-utilised exemption? If you want to make inheritance gifts from surplus or excess income, there is

Minimising the impact of inheritance tax on your estate. The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue &