Investment market update: August 2026
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your investment portfolio throughout August 2026.
4 steps to take before your child can access their JISA
If you’ve spent years building a nest egg for your child in a Junior ISA (JISA), you might feel apprehensive about handing over control to them. Discover four steps you could take to prepare them for this responsibility before they access the account.
The dangers of using AI to write your will
AI has transformed how we approach many tasks. While using AI could save you valuable time in some areas, it could pose risks in others, including when you’re writing or updating your will.
Explained: Capital Gains Tax and how you could reduce your liability
The amount HMRC is forecast to collect through Capital Gains Tax is set to more than double between 2024/25 and 2030/31. Find out what’s driving the growth and how you might mitigate a potential tax bill.
Why more homeowners are using equity release
Your home is likely to be one of the largest assets you hold. Yet, you might overlook it when making financial decisions. Find out why more people are using equity release and whether it could be an option you want to consider.
Why viewing your lifestyle goals as an experiment could lead to success
From abandoned new year resolutions to yet-to-be-visited bucket list travel destinations, failing to achieve the ambitious goals we set for ourselves is a universal experience. But what if we’re simply thinking about goal-setting the wrong way? A recent article (21 June 2026) in the Guardian suggests that approaching lifestyle goals with an “experimental mindset” may […]
Your guide to the new Inheritance Tax and pension rules
Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax? The shake-up is expected to lead to an additional 10,500 estates becoming liable for the tax in 2027/28, and around 38,500 estates will pay more tax due to the reforms1. As, under existing rules, pensions […]
Guide: Back to school: How to build a nest egg to fund your children’s education
Planning for future education costs may involve many moving parts. Whether you’re thinking about private school or university for your children or grandchildren, a financial plan could help you set out goals, choose suitable accounts, and consider how to balance the outgoings against your other financial objectives.
4 estate planning lessons you could learn from JRR Tolkien’s legacy
JRR Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning could also teach us some important lessons: discover more about four of these.
Do you need to find the next big investment winner to succeed?
Some shares deliver huge returns in a relatively short period. Yet, finding the next big investment winner isn’t the most reliable way to succeed. Instead, spreading your investments could work in your favour.