Latest Blogs
4 reasons to remain calm amid market volatility and uncertainty
Geopolitical tensions have led to a bumpy start to 2025 for investors. If you’re worried about volatility and what it might mean for your long-term finances, there are reasons to remain calm despite the uncertainty. The ongoing war in Ukraine…
The Cost of Not Having a Power of Attorney
ithout a registered Power of Attorney, a family member usually can’t simply step in to make decisions on your behalf – they need the Court of Protection’s permission first, and it doesn’t always appoint who you’d have chosen. Registering one…
The AI technology that means you need to be vigilant for scams more than ever
AI technology is presenting lots of opportunities for businesses to improve efficiency, but it’s also being used by scammers. To protect your assets, it’s more important than ever that you’re vigilant and aware of how criminals might target you. While…
Your Pension Just Joined Your Estate
From 6 April 2027, most unused pension funds will count as part of your estate for Inheritance Tax – a change that’s now law rather than a proposal. Here’s what’s confirmed, and what it might mean for how you use…
The financial wellbeing equation
This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing, and has written more than 100 episodes of the Financial…
The Murdoch Family Settled. Here’s What It Cost Them.
The Murdoch family’s succession dispute ended in September 2025 with a $3.3 billion settlement. It’s an extreme example, but the underlying lessons – about trusts, timing, and dividing a family business – apply at any scale.