How psychology might affect your view of cash and safety
How your brain works can affect how you view wealth and different assets. For many, this can mean cash feels like a safer option than alternatives, but it’s not always the right one. Indeed, sometimes…
Balancing your goals: 3 options for short-term savings
It’s common to be juggling different goals with various time frames, which can be difficult to balance. Over the next few months, you can read tips on managing short-, medium-, and long-term financial goals, and…
Investment market update: February 2026
In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read on to discover some of the factors that may have affected your…
5 ways to keep learning throughout retirement
For most of our lives, education is often a means to an end. It’s how we gain qualifications, prepare for work, and advance in our careers. But learning new skills and knowledge can also deliver…
The Capital Gains Tax essentials you need to know
The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to a Telegraph article (11 December 2025), the Office for Budget Responsibility (OBR) has adjusted…
Explained: Why your pension could become liable for Inheritance Tax
Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate…