Susan

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important… Read More »Guide: How to plan for a 100-year life

When you’re planning a day out, a museum can be the perfect way to occupy your time while learning something new. Yet, with so many… Read More »10 fascinating and unusual museums in the UK

Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability. Each year,… Read More »How the value of your estate affects a key Inheritance Tax allowance

The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan… Read More »Powerful reasons to plan how to use your 2026/27 allowances and exemptions now

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult… Read More »Why doing nothing might be the hardest investment strategy to follow

It can be easy to overlook medium-term goals when reviewing your long-term plans. Yet, they’re often important for your wellbeing. Find out how you might… Read More »Balancing your goals: How to manage your medium-term goals

Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan.… Read More »Guide: 5 essential steps to plan for a pension shortfall if you want to retire early

Thousands of people delay claiming their State Pension every year. There are some potential benefits, including managing their tax liability, but there are also drawbacks… Read More »Should you delay your State Pension? The pros and cons explained

Estate planning isn’t always as straightforward as leaving everything to a spouse or direct descendant. In fact, many people in the UK are opting to… Read More »4 ways you could pass on wealth and protect your chosen family