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Date: July 2026

Your guide to the new Inheritance Tax and pension rules

14/07/2026

Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax? The shake-up is expected to lead to an additional 10,500 estates becoming liable for the tax in 2027/28, and around…read more

5 fascinating medieval monuments for history buffs to visit

14/07/2026

Nearly 1,000 years after it was made, the Bayeux Tapestry is set to return to England for the first time.  This world-famous tapestry depicts events leading up to the Battle of Hastings and the Norman conquest in 1066, and is…read more

5 fantastic reasons to make volunteering part of your retirement plan

14/07/2026

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…read more

Life insurance v family income benefit: Which is right for your family?

14/07/2026

You no doubt want to protect your loved ones against life’s twists and turns. For many families, that includes shielding their finances from the worst-case scenario – the loss of a family member. While suitable financial protection could provide a…read more

4 practical reasons to regularly contribute to your child’s pension

14/07/2026

In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children. Whether your child is still in nursery or already working their way up the career ladder, there could…read more

How a cashflow model could provide clarity about your retirement income

14/07/2026

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…read more

The £12.3 billion cost of delaying estate planning

14/07/2026

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…read more

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