Susan

Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the things you’ve been… Read More »How a cashflow model can turn retirement anxiety into excitement

Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many… Read More »Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility… Read More »Investment market update: August 2025

Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in July 2025. While… Read More »Why the Labour government could reform the State Pension and what it means for you

There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Instead, channelling… Read More »How to channel your inner Agatha Christie to demystify your retirement plan

Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the… Read More »5 challenges a financial midlife MOT could help you overcome

From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away,… Read More »How pension and Inheritance Tax policy changes could affect your legacy

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets… Read More »3 ways behavioural bias could affect your approach to estate planning