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Guide

Guide – SMART goals: 5 steps to effective financial planning

12/03/2026

Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re heading in the right direction. That’s why goal-setting is at…read more

Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year

10/02/2026

The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these valuable allowances before the end of the 2025/26 tax year on 5 April 2026…read more

Guide: 5 tips to help you manage your wealth in 2026

15/01/2026

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

Guide: The money lessons your family could learn from board games this Christmas

15/12/2025

There is perhaps no better time than the festive season to sit down and enjoy a favourite board game with your loved ones. But as many families know, a friendly game can quickly get competitive. Sometimes this even leads to…read more

Guide: 5 enduring money lessons you can discover in Jane Austen’s novels

19/11/2025

In life, the finest wisdom often comes from the most unexpected places. So, you may be surprised to learn that Jane Austen – one of the most revered romance authors of all time and a paragon of women’s literature –…read more

Guide: Everything you need to know about the State Pension

13/10/2025

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023 survey by Legal & General found that 94% of UK adults said that financial security…read more

Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

15/09/2025

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

Guide: Revealed: The value of financial planning

11/08/2025

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning…read more

Guide: Planning for a longer life: Wellbeing tips and financial management strategies

17/07/2025

Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While people living longer is always good news, it also brings new challenges for your health and, crucially, your finances. Maintaining…read more

  • Recent Posts

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    • How psychology might affect your view of cash and safety
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