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Recent Insights
Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. Read this insightful guide to discover the key benefits of working with a financial planner, from helping you define your priorities to growing your wealth.
Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.
8 ways to be a positive influence on your grandchildren
Discover the vital role grandparents play in a child’s life. Explore tips to strengthen your bond and learn how you can have a positive influence on your grandchildren’s lives.
Planning for care: Making later-life support part of your financial plan
While many people live independently later in life, planning for potential care costs could provide you with more options should you need support. Read about some of the ways you might make care part of your long-term financial plan, such as using assets to create a regular income or considering property wealth.
4 times you might want to review your financial plan
Life is often unexpected, and your financial plan should be updated to reflect changes to your circumstances or goals to ensure it continues to suit your needs. Read about four reasons why you might want to schedule an extra financial review.
The “power half hour” and other ways to get jobs done
Getting everything done that needs doing can sometimes feel overwhelming. But using the “power half hour” technique is a great way to motivate yourself, ticking off the jobs one step at a time.
The power of visualising your wealth: From cloth to cashflow modelling
Visualising wealth could improve your financial decisions and provide reassurance that you’re on track to reach goals. It’s something that people have been doing for centuries and today you can use powerful cashflow planning tools to see a representation of your wealth and how it might change.
5 Reasons You Need to Include Protection in Your Financial Plan
There’s no denying that picking a financial adviser is a pretty big deal. Ideally, you’d choose an adviser once and you stay with them for life.
So, how do you make sure that your first choice of financial adviser is the right one for you?
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
Average life expectancies have increased significantly in recent years. While this is good news, it could present challenges for your health and your finances. This practical guide looks at some of the wellbeing steps you might take so you can enjoy your later years and key considerations when you’re creating a long-term financial plan.
Investment market update: June 2025
While the effect of trade uncertainty on investment markets eased in June, tensions in the Middle East worsened and led to volatility. Find out what else may have affected your investment portfolio recently.
5 valuable reasons to consult a solicitor when writing your will
Using AI or taking a DIY approach to writing your will could mean your assets aren’t distributed in a way that aligns with your wishes. Discover some of the key reasons why working with a solicitor could be valuable, from minimising mistakes to reflecting your financial plan.
6 fantastic reasons to consider a sabbatical
Young workers are more likely to take a career break than any other generation, and it might be something you could learn from them. If you’re considering taking a sabbatical, discover six fantastic benefits.
How to prepare your loved ones for the “great wealth transfer”
It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.
Why you don’t need to experience a financial shock to benefit from a safety net
A financial safety net can be incredibly valuable when you face an unexpected event. However, the wellbeing benefits can go beyond that by offering you peace of mind even when your plans are on track.
How emotional decision-making could harm your outlook in retirement
Retirement is a milestone that’s associated with a lot of emotions. From excitement to fear, these emotions may affect your financial decisions, which could have long-term implications. Read about three ways emotions might influence you, and how to reduce their effect.
Guide: What the Back to the Future ripple effect could teach you about financial planning
40 years ago, Back to the Future delighted cinema-goers and the “ripple effect” the characters experience could provide a valuable lesson when creating a financial plan – even small actions you take now may have a large effect on your future. Find out other insights you could pick up from Marty McFly and Doc Brown in this useful guide.
Investment market update: May 2025
While many regional markets recovered some of the losses they experienced in April in May 2025, uncertainty may still be affecting the performance of your investments. Read about some of the key factors that influenced the investment market recently.
Simple mental exercises to keep your brain sharp
If maintaining your health as you get older is one of your top priorities, it’s important to include mental workouts in your exercise regime as well as physical activity. Discover 10 simple mental exercises that will keep your brain sharp.
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
Gifting from your surplus income is an often-overlooked estate planning option that could help reduce the amount of Inheritance Tax your family pays on your death.
Should you choose a Cash or Stocks and Shares Junior ISA for your child?
A Junior ISA (JISA) can provide an effective way to build a nest egg for your child. One important question for parents to consider is whether to save or invest using a JISA. Find out what you need to know about Cash and Stocks and Shares JISAs and read questions that could help you decide which option is right for your needs.