Category: News

You might have spent years working, saving, and investing to build the wealth you and your family need for a comfortable and enjoyable future. Of course, having your finances in order is crucial if you want to ensure you don’t run out of money in later life and can maintain your independence throughout retirement. However,

According to the Organisation for Economic Co-operation and Development (OECD), a global recession could occur if the conflict in Iran continued into 2027. The organisation warned that delays in agreeing a peace deal would affect global growth and cause energy shortages. Indeed, the OECD said in a scenario where the conflict continues into 2027, global

The workplace pension employers provide is a valuable employee benefit. Yet, research suggests many workers lack confidence when dealing with their pension. This can provide an opportunity for business owners to offer support and boost staff morale.  According to Employee Benefits (15 June 2026), 39% of employees lack confidence when making pension decisions. In addition,

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently. According to a report covered by Today’s Wills and Probate (5 June

On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Read on to find out what it could mean for your finances. The Labour Party will need to decide on a new leader,

Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years.  In a 2023 survey by Legal & General, 94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their

Most people will have multiple financial goals they want to achieve. A common challenge is balancing these competing goals and understanding how to use your assets to work towards them. It’s an area that a financial plan could help you with. Over the last few months, you’ve read about short-, medium-, and long-term goals that

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 Podcast.  Once upon a time, there was a man who had come into

Thinking about life after you finish work usually involves planning for your retirement. This means considering how to enjoy your hard-earned wealth, perhaps by travelling, spending time with friends and family, or treating yourself to something you’ve always dreamt of having, such as a new car or the holiday of a lifetime. However, there is