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5 ways financial planning can help if you’re self-employed

Millions of people in the UK are now self-employed. Whether you work for yourself or are part of an industry where contracting is commonplace, it can place pressure on your finances. You need to manage your financial situation and potentially…

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How much do you expect your pension to grow by in the next five years?

Research suggests that pension savers could be disappointed in investment returns after uncovering differing expectations between individuals and institutional investors. Understanding how much your pension is expected to grow by between now and when you want to access it is…

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Why talking about money is important

November marks Talk Money week, an initiative that aims to encourage more people to talk about their finances. In the UK, personal finances can be something of a taboo subject. It’s not something we widely discuss. But whether it’s chatting…

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Will Aid month: 5 reasons to review your will now

When was the last time you reviewed your will? If it’s been a while or your circumstances have changed, November is the ideal time to take another look at it. This month marks Will Aid month, aiming to encourage more…

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What you need to know when topping up your State Pension

Figures show a huge surge in the number of people making voluntary National Insurance contributions to top up their State Pension record. It could help you increase your retirement income but there are some things to be aware of before…

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6 things to avoid when accessing your pension

Thousands of retirees access their pension every year. However, it can still involve making many challenging decisions. How should you access your savings? What is a sustainable annual income? What can you do to minimise tax? Understanding the pitfalls to…

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Could your property boost your retirement fund?

Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this?…

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Student debt: What you need to know if children are heading to university

The summer months are here, and another group of teenagers are eagerly awaiting the results of their A levels to find out if they’ve secured a space at their chosen university. If your child or grandchild is among those hoping…

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5 questions to ask when you’re planning for retirement

Planning your retirement can be a challenge. There are multiple areas to think about and you may not have a clear idea of what you want it to look like. However, whilst putting off planning until the retirement date arrives…

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Just a fifth of investors stuck to their plan during 2018 volatility

2018 proved a difficult year for investors. Volatility meant many saw the value of their investments fluctuate and it led to the majority tinkering with their long-term financial plans amid concerns. However, it’s a step that may not be right…

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The basics of Inheritance Tax and why it’s being reviewed

Inheritance Tax (IHT) is one of the most unpopular types of tax in the UK and often referred to as a ‘death tax’. With the Office of Tax Simplification (OTS) reviewing it and recommending changes, it’s the perfect opportunity to…

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Are you at risk of outliving your pension?

We spend much of our working lives contributing to a pension to create an income that affords a comfortable retirement with a few luxuries. But a survey suggests that many saving into a pension are worried about running out. A…

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