Financial protection: questions that can help you understand your cover needs
How much financial protection might you need if life does not go to plan? These practical questions can help you assess your essential costs, existing cover and possible gaps.
Do you have enough to retire?
Knowing whether you have enough to retire depends on more than reaching a single savings figure. We look at how your desired lifestyle, income, pensions and investments fit together.
Your mortgage rate update – June 2026
Mortgage rates remain an important consideration for borrowers approaching the end of a deal. Our June update looks at the latest outlook and why reviewing your options early may help.
Will your pension be hit by Inheritance Tax from 2027?
From April 2027, most unused pension savings are expected to form part of an estate for Inheritance Tax purposes. We explain the proposed change and the planning questions it may raise.
Could equity release reduce your Inheritance Tax bill?
Equity release may allow homeowners to access property wealth and make lifetime gifts, but it involves important trade-offs. We explore how it could fit within a wider Inheritance Tax plan.
Worried about Inheritance Tax? It’s time for a financial check
Changes to the treatment of pensions could bring more estates into the Inheritance Tax net. Find out why now may be a sensible time to review your assets, beneficiaries and existing plans.
How income protection helps when long-term illness stops you working
If illness or injury stopped you working, how would you cover your regular outgoings? We explain how income protection works and the role it can play in a wider financial plan.
The most common financial scams – and how to avoid them
Financial scams are becoming increasingly convincing. Learn how to recognise common warning signs, protect your personal information and take practical steps before transferring money or sharing details.
Q1 2026 Quarterly Adviser Update
Our Q1 2026 Quarterly Adviser Update brings together the latest market commentary, economic developments and financial planning themes to help advisers stay informed and support client conversations.
Conflict, costs and cashflow – an update in light of the war in Iran
Conflict in Iran could have wider consequences for energy, travel, food prices and inflation. We look at the potential effect on household costs and the importance of reviewing your cashflow.