7 motivational tips to help keep your 2026 goals on track
With the festivities of 2025 now at a close, you’ve likely already started thinking about the year ahead. Indeed, 2026 brings the opportunity to reflect on what you hope to achieve over the coming months….
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT…
How fiscal drag could harm your finances as the government extends tax freezes
When chancellor Rachel Reeves delivered the Budget in November 2025, you might have breathed a sigh of relief that Income Tax rates weren’t increasing. However, fiscal drag could still harm your finances over the long…
Why retirement has a language problem and how to change the narrative
Language is powerful. The words you use to describe different scenarios can change how you perceive events, and the language used for retirement could lead to a pessimistic outlook. Writing in an article for Saga…
5 useful tips that could help you identify financial blind spots
There are times when you may make mistakes without realising it. These mistakes could be due to blind spots, such as habits, assumptions, or risks that go unnoticed, and could affect your financial decisions. Making…
How to be a successful investor: Defining what “success” means
Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success against the performance of others can encourage a short-term mindset What “success”…