Investing, Protecting
16 September 2026
From April 2027, most unused pension funds will be included when calculating the value of someone's estate for inheritance tax (IHT) purposes. This will push more people into the scope of this tax.
4 minutesInvesting
15 September 2026
This week marks the annual Pensions Awareness campaign. It’s a time to reflect on the importance of pension saving to support a comfortable retirement. Yet for many women, saving an adequate pension remains a challenge.
4 minutesInvesting
11 September 2026
If you’ve received a CGT bill you weren’t expecting, don’t panic. Understanding why it has arisen is the first step towards dealing with it and reducing the chances of it happening again.
4 minutesRetirement
9 September 2026
For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.
4 minutesInvesting
7 September 2026
In John Healey's major speech since becoming chancellor, and ahead of his first Budget, he sought to create a sense of optimism. However, rumours about thousands of job losses at Jaguar Land Rover (later confirmed) swirled before his speech, highlighting the challenges still faced.
4 minutesInvesting
7 September 2026
In his first major speech, Chancellor John Healey today set out optimistic plans to drive economic growth across ‘every postcode’ in the UK. Taking a more positive approach than his predecessor, Healey said the UK was ‘turning a corner’, pointing to signs of growth and previous cuts to interest rates.
2 minutesInvesting
4 September 2026
Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what's changed, and what does it mean for their role in your portfolio?
5 minutesBusiness
3 September 2026
Business owners face a growing number of tax deadlines and reporting requirements. Missing an important date could result in penalties, interest charges and unnecessary stress, making it more important than ever to stay organised and ahead of key deadlines.
4 minutesProtecting
27 August 2026
Anxiety can make financial challenges feel much worse. Whether you become worried about the sustainability of your financial future, dealing with debt or struggling with cash flow problems, emotions around money can lead to inaction or avoidance.
4 minutesRetirement
25 August 2026
For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.
4 minutesBusiness
19 August 2026
Taking time to plan your exit strategy can make the transition smoother and more tax efficient. Here we look at the various routes and things to consider as you approach family business succession.
4 minutesInvesting
14 August 2026
Japan, one of the world's largest economies, is struggling with a falling currency. The yen has been weakening against the US dollar, reaching its lowest level in almost 40 years.
4 minutes