Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many people put off writing a will for “another time” or decide to “sort it later”….read more
5 stunning winter destinations that are perfect for a last-minute break
It’s not too late to book a holiday to explore a new destination in 2025. In fact, the colder months could be the perfect time to jet off to admire incredible winter vistas. If you need some winter destination inspiration,…read more
Taken out a new mortgage? Don’t forget to review your financial protection
Taking out a new mortgage deal could represent a shift in your financial commitments. So, reviewing whether your financial protection is still appropriate could ensure you have a vital safety net should you face a shock. Read on to learn…read more
Don’t have a will? Here’s how your estate would be distributed under intestacy rules
A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing your will is something you haven’t tackled yet, it could mean your assets are…read more
3 ways behavioural bias could affect your approach to estate planning
Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets out how your assets will be managed during your lifetime and distributed after your death….read more
How pension and Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has the potential to significantly affect your estate plan, so thinking…read more
5 challenges a financial midlife MOT could help you overcome
Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might also present some new challenges. Arranging a financial midlife MOT…read more
