This Halloween, read about five of the financial “tricks” you might fall for if you’re not careful. Fortunately, working with a financial adviser could help you navigate complicated allowances and rules to turn some of them into “treats”.

Having a will in place means your estate will be dealt with according to your wishes, and there are other important reasons to write a will too. Find out more about making a will, as well as setting up a Lasting Power of Attorney, in this useful guide.

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.

People often speak about taking steps to improve or maintain their health as they age. But there’s one important aspect that often gets overlooked – your hearing. Hearing loss is associated with ageing, but there are steps you might take to improve your hearing health.

It was just 50 years ago that the Sex Discrimination Act 1975 allowed women to open their own bank account or take out a mortgage alone. Progress has been made since then, yet the gender wealth gap remains. Discover how working with a financial adviser could help women close it.

Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is a wealth tax. Find out how a wealth tax could work in the UK.

Your midlife can be an exciting time. It might also present some new challenges, such as retirement planning with a partner or supporting elderly relatives. Arranging a financial midlife MOT could help you overcome obstacles and feel more confident as you prepare for the next chapter. 

From April 2027, pensions are expected to fall within your estate. This may mean reviewing your estate plan or that you need to consider Inheritance Tax for the first time. Find out more about the policy change and why it could affect your legacy.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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. 

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.