Do you have enough to retire?

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If now’s the time you’re thinking ahead and planning for when you leave the workforce, you might be asking yourself: ‘do I have enough to retire?’

Your mortgage rate update – June 2026

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Mortgage rates rose earlier this year following tensions in the Middle East, but they’ve eased slightly since then – welcome news for borrowers.

Will your pension be hit by Inheritance Tax from 2027?

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Your pension is primarily designed to provide retirement income. While it has also been used in the past as part of Inheritance Tax (IHT) planning, that may change from 6 April 2027.

Could equity release reduce your Inheritance Tax bill?

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Equity release is increasingly being used as part of estate planning and Inheritance Tax planning – particularly by homeowners looking to manage the value of their estate efficiently.

Worried about Inheritance Tax? It’s time for a financial check

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Worried about Inheritance Tax and how it could affect your family? With inheritance tax rules changing and pensions set to form part of your estate from 2027, more people are reassessing their financial plans.

How income protection helps when long-term illness stops you working

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Income protection insurance is one of the most effective ways to protect your income if you’re unable to work due to long‑term illness or injury. For many people in the UK, regular earnings are the backbone of day‑to‑day life – paying the mortgage, covering household bills and supporting family plans. An income protection policy helps replace part of your salary when you need it most, providing financial stability and peace of mind when health takes an unexpected turn.

The most common financial scams – and how to avoid them

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Financial scams don’t always look like scams. Many now appear online, dressed up as helpful advice or professional investment opportunities. As fraudsters get smarter, UK savers and investors need to be more alert than ever.

Q1 2026 Quarterly Adviser Update

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Our Q1 2026 Quarterly Adviser Update is now available to download, bringing together the latest market commentary, economic developments and wider financial planning insights.

Conflict, costs and cashflow – an update in light of the war in Iran

We’re back to that unpleasant feeling of looking at our investments and seeing minus signs and red. It’s not comfortable. Never will be.

Iran: What’s happening and what it means for investors

The past week has seen a significant escalation in geopolitical tension with US and Israeli military action against Iran. For those with ties to the region, the situation feels immediate and worrying, and even for others, headlines and market reactions are hard to ignore.

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