Latest Blogs
The Case for Passing On Wealth While You’re Still Here
More families are choosing to help financially while they’re still around to see the difference it makes, rather than only leaving an inheritance. Here’s how gifting, trusts and life insurance in trust each do a different job – and what’s…
Your Pay Gap Doesn’t Have to Become a Pension Gap
By their fifties, women in the UK retire with roughly 46% less pension wealth than men. The pay gap explains part of it. Career breaks and part-time returns do more damage than most people realise. Here’s what’s actually driving the…
1 in 5 people expects to be paying their mortgage in retirement
Affordability challenges mean more people could near retirement with outstanding mortgage debt. It could affect your retirement plans or mean your income once you give up work doesn’t stretch as far as you expect. If you’re approaching retirement with a…
8 fantastic reasons to support local causes for Small Charity Week
Every year, the UK celebrates Small Charity Week. The event’s goal is to raise awareness for the thousands of local causes which make a huge difference to vulnerable communities across the UK and the rest of the world. This year’s…
Navigating the Financial Landscape in the UK: Financial Influencers vs. Financial Advisers
In the evolving world of finance, the rise of social media has heralded a new era where traditional financial advice intersects with digital dissemination. As more people in the UK turn to online platforms for financial guidance, it becomes essential…
How AI will help with financial planning – Part one
Artificial Intelligence (AI) applications are evolving at breakneck speed, leaving us with a near-impossible task to know precisely where this may lead. However, current trends hint at what is coming and one area that we confidently expect to see rapid…