Even for professional investors, consistently delivering above-average market returns on investments is challenging. Those who have...

Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with a large and...

Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your...

Deciding how to sustainably access your pension is often a big decision. If you’re planning with a partner, you might have an added layer...

In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After 14 years of Conservative government,...

In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the...

Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if...

Changing lifestyles and affordability challenges mean a growing number of people are buying their first home in their 50s and 60s....

Identity theft is a significant problem in the UK. Indeed, Infosecurity Magazine reports that 4.3% of the population – that’s 1.9 million...

The amount the government collects through Inheritance Tax (IHT) is on the rise, and freezes to allowances mean it’s expected to increase...

The tapering of the Personal Allowance means some higher-rate taxpayers effectively pay an Income Tax rate of 60%, sometimes without...

Often one of the biggest benefits of a bespoke financial plan is that it allows you to devise a blueprint to follow, with your goals...

2024 is a historic election year – elections will take place in 50 countries. More than 2 billion voters will head to the polls in...

The number of retirees who could face an Income Tax bill is expected to rise. If your total income could exceed tax thresholds, there...

Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest...

Rising interest rates have been big news over the last couple of years, with many mortgage holders seeing their outgoings increase. It’s...

Remortgaging your buy-to-let property could save you money or provide you with a way to access equity. Taking some time to prepare before...

If you or someone you know is saving a deposit to buy a first home, a Lifetime ISA (LISA) could be the key to reaching the milestone...

On the back of data showing some countries have exited recessions at the end of the first quarter of 2024 and inflation falling, several...

There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from...