The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact, the Investment Association (6 January 2025)…read more
7 motivational tips to help keep your 2026 goals on track
With the festivities of 2025 now at a close, you’ve likely already started thinking about the year ahead. Indeed, 2026 brings the opportunity to reflect on what you hope to achieve over the coming months. You may wish to become…read more
5 useful tips that could help you identify financial blind spots
There are times when you may make mistakes without realising it. These mistakes could be due to blind spots, such as habits, assumptions, or risks that go unnoticed, and could affect your financial decisions. Making mistakes is a part of…read more
How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a MoneyAge article (11 November 2025). Striking the right balance with pension contributions is important. Contribute…read more
Why business owners may want to consider a pension alongside their exit strategy
When you’re building a business, you might have little time to think about other aspects of your long-term finances. However, overlooking your pension in favour of your business could leave you in a difficult situation when you want to retire….read more
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT purposes for the first time…read more
2 reasons to combine your financial plan with your partner’s
Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your financial plan with your partner’s could be valuable. Talking about finances might seem too practical for a day that’s about…read more
