What the upcoming changes to business relief (BR) could mean for your estate planning
Planned changes to Business Relief and Agricultural Property Relief could affect how some assets are treated for Inheritance Tax. Find out what may be changing and why early planning matters.
Looking ahead to 2026: why the future may be brighter than it appears
Headlines can make the outlook feel uncertain, but the longer-term picture may offer reasons for optimism. We consider the trends that could support investors and financial plans in 2026.
Autumn Budget 2025: What the key announcements mean for your financial planning
The Autumn Budget brought changes across tax, pensions, savings and estate planning. Our summary explains the key announcements and the areas you may want to review.
How to plan for the Autumn Budget 2025
Budget speculation can make it tempting to act quickly. We explain how to review your finances sensibly, focus on what you can control and avoid decisions based on headlines alone.
As your circumstances change, so should your retirement plan
Life rarely follows a fixed path. Find out why reviewing your retirement plan as your income, spending, goals and personal circumstances change can help keep your future on track.
Understanding your digital legacy
Your online accounts, digital assets and personal data form part of the legacy you leave behind. Learn how to organise them and make things easier for those managing your affairs.
Understanding the new state pension
How much State Pension could you receive, and when? We explain qualifying years, National Insurance contributions and the factors that determine your entitlement under the new State Pension.
Beyond inheritance: Exploring the advantages of lifetime gifting
Passing on wealth does not always need to wait. Discover how lifetime gifting can support loved ones sooner, while also forming part of a considered estate and tax plan.
Beyond finances: Why good retirement planning encompasses more than just money
A fulfilling retirement is about more than financial security. We explore how health, purpose, relationships and lifestyle can all shape a retirement plan that works for you.
What does the spring budget mean to me as a home owner?
From property taxes to furnished holiday lets, the Spring Budget included changes that may affect homeowners and landlords. Here is a straightforward guide to the key announcements.